Filed July 22, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $2,315 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,513 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $843 |
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 | $45,078 | $59,328-24.0% | $118,914-62.1% | $73,497-38.7% |
| Participation rate | 57.6% | 62.3%-4.7pp | 75.4%-17.8pp | 70.7%-13.1pp |
| Annual return | 17.63% | 19.13%-1.5pp | 35.89%-18.3pp | 28.51%-10.9pp |
| Employer contribution / active EE | $1,841 | $1,803+2.1% | $3,264-43.6% | $2,270-18.9% |
| Participant deferral / active EE | $3,216 | $2,604+23.5% | $4,266-24.6% | $3,740-14.0% |
| Admin fee / account holder | $56 | $600-90.7% | $6,582-99.2% | $513-89.2% |