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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 | $3,193 |
Service code 13 501 PARK DRIVE SOUTH · GREAT FALLS, MT 594051879 | Contract Administrator | $3,076 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $400 |
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.
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 | $27,035 | $58,895-54.1% | $178,503-84.9% | $73,497-63.2% |
| Participation rate | 41.4% | 66.2%-24.9pp | 81.9%-40.6pp | 70.7%-29.3pp |
| Annual return | -0.21% | 24.86%-25.1pp | 151.12%-151.3pp | 28.51%-28.7pp |
| Employer contribution / active EE | $605 | $2,236-72.9% | $5,011-87.9% | $2,270-73.3% |
| Participant deferral / active EE | $921 | $2,567-64.1% | $5,202-82.3% | $3,740-75.4% |
| Admin fee / account holder | $54 | $400-86.4% | $13,987-99.6% | $513-89.4% |