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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 | $2,059 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,901 | $47,969-58.5% | $85,969-76.9% | $52,331-62.0% |
| Participation rate | 42.5% | 61.7%-19.2pp | 76.5%-34.0pp | 68.1%-25.6pp |
| Annual return | -0.70% | -0.13%-0.6pp | 9.32%-10.0pp | 4.54%-5.2pp |
| Employer contribution / active EE | $923 | $1,460-36.8% | $3,474-73.4% | $1,882-51.0% |
| Participant deferral / active EE | $1,557 | $2,110-26.2% | $3,829-59.3% | $3,022-48.5% |
| Admin fee / account holder | $35 | $530-93.5% | $6,053-99.4% | $592-94.2% |