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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $44,387 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $8,877 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $313 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,146 | $105,210-29.5% | $159,487-53.5% | $85,851-13.6% |
| Participation rate | 88.3% | 75.8%+12.5pp | 82.8%+5.5pp | 69.3%+19.0pp |
| Annual return | 13.00% | 45.08%-32.1pp | 263.71%-250.7pp | 318.63%-305.6pp |
| Employer contribution / active EE | $2,214 | $3,319-33.3% | $4,831-54.2% | $2,565-13.7% |
| Participant deferral / active EE | $2,798 | $5,946-52.9% | $7,354-62.0% | $3,952-29.2% |
| Admin fee / account holder | $223 | $6,934-96.8% | $10,804-97.9% | $6,261-96.4% |