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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,449 |
INFINEX INVESTMENTS INC3+ years Service code 55 | Other Commissions | $4,693 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $806 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,680 | $64,286-91.2% | $90,965-93.8% | $73,412-92.3% |
| Participation rate | 75.2% | 63.6%+11.6pp | 69.0%+6.2pp | 72.2%+3.0pp |
| Annual return | 22.97% | 21.46%+1.5pp | 134.57%-111.6pp | 59.30%-36.3pp |
| Employer contribution / active EE | $13 | $895-98.5% | $2,122-99.4% | $2,234-99.4% |
| Participant deferral / active EE | $1,893 | $2,453-22.8% | $3,373-43.9% | $3,806-50.3% |
| Admin fee / account holder | $41 | $287-85.9% | $5,960-99.3% | $158-74.3% |