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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,195 |
UBS FINANCIAL SERVICES INC6+ years Service code 27 315 DEADERICK ST · NASHVILLE, TN 37238 | Advisory (Plan) | $15,000 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $200 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,998 | $52,293+62.5% | $178,499-52.4% | $73,412+15.8% |
| Participation rate | 99.5% | 65.3%+34.1pp | 81.9%+17.5pp | 72.2%+27.3pp |
| Annual return | 13.86% | 34.75%-20.9pp | 151.10%-137.2pp | 59.30%-45.4pp |
| Employer contribution / active EE | $6,917 | $1,735+298.6% | $5,011+38.0% | $2,234+209.7% |
| Participant deferral / active EE | $4,946 | $2,332+112.1% | $5,202-4.9% | $3,806+30.0% |
| Admin fee / account holder | $100 | $127-21.5% | $13,986-99.3% | $158-36.7% |