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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $40,036 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,642 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,014 |
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 | $38,596 | $78,781-51.0% | $100,528-61.6% | $73,412-47.4% |
| Participation rate | 99.1% | 80.0%+19.1pp | 79.4%+19.7pp | 72.2%+26.9pp |
| Annual return | 30.63% | 31.69%-1.1pp | 30.90%-0.3pp | 59.30%-28.7pp |
| Employer contribution / active EE | $3,105 | $2,420+28.3% | $3,419-9.2% | $2,234+39.0% |
| Participant deferral / active EE | $6,440 | $6,537-1.5% | $6,271+2.7% | $3,806+69.2% |
| Admin fee / account holder | $132 | $145-9.0% | $8,084-98.4% | $158-16.2% |