Filed October 27, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,883 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,549 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,726 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,062 | $73,404-68.6% | $87,103-73.5% | $67,582-65.9% |
| Participation rate | 86.6% | 80.9%+5.7pp | 76.9%+9.7pp | 71.3%+15.3pp |
| Annual return | 21.81% | 48.29%-26.5pp | 28.19%-6.4pp | 378.57%-356.8pp |
| Employer contribution / active EE | $1,166 | $2,014-42.1% | $2,521-53.8% | $2,148-45.7% |
| Participant deferral / active EE | $2,311 | $3,913-40.9% | $4,049-42.9% | $3,539-34.7% |
| Admin fee / account holder | $173 | $142+22.5% | $7,491-97.7% | $142+21.9% |