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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,044 |
VITA PLANNING GROUP LLC1 year Service code 27 1451 GRANT RD STE 200 · MOUNTAIN VIEW, CA 94043 | Advisory (Plan) | $18,954 |
Service code 27 411 30TH ST 2ND FL · OAKLAND, CA 94609 | Advisory (Plan) | $11,381 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
TD AMERITRADE, INC.7+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
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 | $71,391 | $87,125-18.1% | $108,405-34.1% | $86,821-17.8% |
| Participation rate | 95.8% | 80.5%+15.3pp | 80.1%+15.7pp | 72.3%+23.5pp |
| Annual return | 21.82% | 25.21%-3.4pp | 905.55%-883.7pp | 97.94%-76.1pp |
| Employer contribution / active EE | $4,295 | $2,477+73.4% | $3,559+20.7% | $2,406+78.5% |
| Participant deferral / active EE | $11,684 | $6,944+68.3% | $6,563+78.0% | $4,132+182.8% |
| Admin fee / account holder | $65 | $130-50.1% | $7,297-99.1% | $170-61.7% |