Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $103,545 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $44,476 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $10,303 |
MMA SECURITIES LLC2 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,774 | $67,512-67.7% | $185,851-88.3% | $93,010-76.6% |
| Participation rate | 16.4% | 67.1%-50.7pp | 81.7%-65.3pp | 73.9%-57.5pp |
| Annual return | 12.00% | 21.04%-9.0pp | 122.11%-110.1pp | 158.70%-146.7pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,168-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $420 | $3,035-86.2% | $5,569-92.5% | $4,561-90.8% |
| Admin fee / account holder | $171 | $318-46.1% | $16,245-98.9% | $152+13.0% |