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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 353 N. CLARK STREET · CHICAGO, IL 60654 | Advisory (Plan) | $10,579 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,786 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $863 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,488 | $47,078-58.6% | $100,671-80.6% | $55,191-64.7% |
| Participation rate | 21.5% | 58.0%-36.6pp | 70.7%-49.3pp | 69.2%-47.7pp |
| Annual return | 3.64% | 0.65%+3.0pp | 20.43%-16.8pp | 10.78%-7.1pp |
| Employer contribution / active EE | $703 | $1,065-34.0% | $4,012-82.5% | $1,899-63.0% |
| Participant deferral / active EE | $1,223 | $2,038-40.0% | $3,144-61.1% | $3,046-59.8% |
| Admin fee / account holder | $108 | $153-29.6% | $4,850-97.8% | $91+18.8% |