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 |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,520 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,475 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,406 | $54,320-58.8% | $67,652-66.9% | $52,331-57.2% |
| Participation rate | 68.5% | 73.6%-5.1pp | 75.7%-7.2pp | 68.1%+0.4pp |
| Annual return | -2.63% | 6.81%-9.4pp | 6625.40%-6628.0pp | 4.54%-7.2pp |
| Employer contribution / active EE | $687 | $1,544-55.5% | $2,266-69.7% | $1,882-63.5% |
| Participant deferral / active EE | $1,861 | $2,950-36.9% | $3,560-47.7% | $3,022-38.4% |
| Admin fee / account holder | $30 | $527-94.3% | $4,821-99.4% | $592-94.9% |