Filed April 17, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,692 |
JOHNSON BANK1+ years Filed as: JOHNSON INSURANCE SERVICES LLC Service code 16 555 MAIN ST STE 291 · RACINE, WI 53403 | Consulting | $9,133 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,232 | $37,117-59.0% | $147,617-89.7% | $55,191-72.4% |
| Participation rate | 27.1% | 63.6%-36.5pp | 84.6%-57.5pp | 69.2%-42.0pp |
| Annual return | -2.66% | 3.44%-6.1pp | 61.98%-64.6pp | 10.78%-13.4pp |
| Employer contribution / active EE | $236 | $1,620-85.4% | $5,564-95.8% | $1,899-87.6% |
| Participant deferral / active EE | $868 | $1,985-56.3% | $4,895-82.3% | $3,046-71.5% |
| Admin fee / account holder | $111 | $86+29.4% | $11,612-99.0% | $91+22.0% |