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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 | $35,290 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,086 |
ABD RETIREMENT SERVICES INC3 years Service code 55 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Other Commissions | $16,597 |
TD AMERITRADE, INC.3 years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,066 | $54,590+68.7% | $81,726+12.7% | $73,497+25.3% |
| Participation rate | 99.0% | 68.3%+30.7pp | 72.0%+27.0pp | 70.7%+28.3pp |
| Annual return | 9.71% | 17.74%-8.0pp | 29.49%-19.8pp | 28.51%-18.8pp |
| Employer contribution / active EE | -$60 | $1,636-103.7% | $4,311-101.4% | $2,270-102.6% |
| Participant deferral / active EE | $9,247 | $2,759+235.2% | $7,108+30.1% | $3,740+147.3% |
| Admin fee / account holder | $546 | $592-7.7% | $5,160-89.4% | $513+6.5% |