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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,488 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,149 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,214 | $59,220-50.7% | $96,572-69.7% | $79,389-63.2% |
| Participation rate | 47.2% | 61.9%-14.7pp | 69.8%-22.6pp | 70.7%-23.5pp |
| Annual return | 10.82% | 27.08%-16.3pp | 37.79%-27.0pp | 116.89%-106.1pp |
| Employer contribution / active EE | $654 | $1,216-46.2% | $2,357-72.3% | $2,428-73.1% |
| Participant deferral / active EE | $1,579 | $2,948-46.4% | $3,850-59.0% | $4,046-61.0% |
| Admin fee / account holder | $112 | $659-83.0% | $6,183-98.2% | $626-82.1% |