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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 | $1,472 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,437 | $52,519-36.3% | $155,789-78.5% | $59,633-43.9% |
| Participation rate | 43.8% | 61.7%-17.9pp | 76.1%-32.3pp | 68.7%-24.9pp |
| Annual return | -1.59% | 53.51%-55.1pp | 71.54%-73.1pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $437 | $1,589-72.5% | $3,839-88.6% | $2,203-80.2% |
| Participant deferral / active EE | $1,216 | $3,084-60.6% | $4,798-74.7% | $3,192-61.9% |
| Admin fee / account holder | $26 | $3,540-99.3% | $7,477-99.7% | $4,297-99.4% |