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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $975 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $581 |
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.
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).
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 | $11,051 | $41,854-73.6% | $73,836-85.0% | $52,331-78.9% |
| Participation rate | 44.0% | 66.2%-22.2pp | 73.4%-29.4pp | 68.1%-24.1pp |
| Annual return | -1.19% | 2.11%-3.3pp | 2268.06%-2269.2pp | 4.54%-5.7pp |
| Employer contribution / active EE | $357 | $1,920-81.4% | $2,787-87.2% | $1,882-81.0% |
| Participant deferral / active EE | $427 | $2,498-82.9% | $3,583-88.1% | $3,022-85.9% |
| Admin fee / account holder | $19 | $493-96.2% | $4,882-99.6% | $592-96.8% |