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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,634 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,341 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,308 | $54,762-73.9% | $90,281-84.2% | $72,985-80.4% |
| Participation rate | 48.3% | 65.1%-16.9pp | 73.3%-25.0pp | 69.5%-21.2pp |
| Annual return | 15.05% | 30.63%-15.6pp | 78.10%-63.0pp | 81.00%-65.9pp |
| Employer contribution / active EE | $568 | $2,092-72.8% | $2,854-80.1% | $2,440-76.7% |
| Participant deferral / active EE | $936 | $2,887-67.6% | $3,885-75.9% | $3,607-74.0% |
| Admin fee / account holder | $33 | $3,972-99.2% | $5,351-99.4% | $5,124-99.4% |