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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $39,842 |
ABD RETIREMENT SERVICES INC3 years Service code 27 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Advisory (Plan) | $17,620 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,466 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $110,830-100.0% | $86,625-100.0% | $167,553-100.0% |
| Participation rate | 0.0% | 75.8%-75.8pp | 71.6%-71.6pp | 82.1%-82.1pp |
| Annual return | -99.24% | 116.99%-216.2pp | 63.52%-162.8pp | 478.89%-578.1pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $4,548-100.0% | $3,700-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $8,420-100.0% | $5,830-100.0% | $12,316-100.0% |