Filed July 22, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 48-1205033 | Recordkeeping and information managem... | $3,285 |
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $1,321 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,243 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $62 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $37,186 | $54,045-31.2% | $115,170-67.7% | $65,185-43.0% |
| Participation rate | 55.9% | 63.5%-7.6pp | 75.9%-20.0pp | 70.2%-14.3pp |
| Annual return | 23.19% | 26.55%-3.4pp | 35.60%-12.4pp | 29.38%-6.2pp |
| Employer contribution / active EE | $1,531 | $1,653-7.4% | $3,179-51.9% | $2,177-29.7% |
| Participant deferral / active EE | $2,836 | $2,504+13.3% | $4,169-32.0% | $3,514-19.3% |
| Admin fee / account holder | $77 | $626-87.7% | $7,089-98.9% | $847-90.9% |