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 | $46,959 |
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $33,275 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,640 |
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,689 | $185,342-87.8% | $111,297-79.6% | $86,799-73.9% |
| Participation rate | 97.0% | 81.0%+16.0pp | 77.3%+19.7pp | 72.3%+24.7pp |
| Annual return | 11.91% | 500.80%-488.9pp | 54.65%-42.7pp | 97.91%-86.0pp |
| Employer contribution / active EE | $881 | $2,246-60.8% | $2,731-67.8% | $2,405-63.4% |
| Participant deferral / active EE | $2,968 | $4,458-33.4% | $4,487-33.9% | $4,131-28.2% |
| Admin fee / account holder | $128 | $255-49.7% | $7,964-98.4% | $170-24.2% |