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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $29,969 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,606 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $12,623 | $88,122-85.7% | $141,197-91.1% | $67,582-81.3% |
| Participation rate | 57.3% | 76.5%-19.2pp | 82.5%-25.2pp | 71.3%-14.0pp |
| Annual return | 31.00% | 75.40%-44.4pp | 71.41%-40.4pp | 378.57%-347.6pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $3,555 | $5,958-40.3% | $6,710-47.0% | $3,539+0.4% |
| Admin fee / account holder | $138 | $131+5.6% | $10,265-98.7% | $142-2.9% |