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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,788 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,350 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,473 | $48,277-72.1% | $63,244-78.7% | $55,191-75.6% |
| Participation rate | 63.0% | 69.4%-6.4pp | 71.0%-8.0pp | 69.2%-6.1pp |
| Annual return | 2.79% | 2.37%+0.4pp | -70.31%+73.1pp | 10.78%-8.0pp |
| Employer contribution / active EE | $476 | $1,592-70.1% | $2,322-79.5% | $1,899-74.9% |
| Participant deferral / active EE | $881 | $2,432-63.8% | $2,953-70.2% | $3,046-71.1% |
| Admin fee / account holder | $47 | $86-45.5% | $5,893-99.2% | $91-48.4% |