Filed June 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $44,951 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $25,214 |
HOGANTAYLOR LLP3 years Service code 10 DEPT #308 PO BOX 21568 · TULSA, OK 74121 | Accounting | $15,450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,345 | $185,342-46.4% | $111,306-10.7% | $86,821+14.4% |
| Participation rate | 98.4% | 81.0%+17.4pp | 77.3%+21.0pp | 72.3%+26.1pp |
| Annual return | 13.90% | 500.80%-486.9pp | 54.67%-40.8pp | 97.94%-84.0pp |
| Employer contribution / active EE | $2,329 | $2,246+3.7% | $2,732-14.8% | $2,406-3.2% |
| Participant deferral / active EE | $7,122 | $4,458+59.7% | $4,488+58.7% | $4,132+72.4% |
| Admin fee / account holder | $72 | $255-71.8% | $7,966-99.1% | $170-57.5% |