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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,756 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $573 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $8,627 | $48,471-82.2% | $182,540-95.3% | $67,579-87.2% |
| Participation rate | 84.8% | 67.2%+17.6pp | 78.0%+6.8pp | 71.3%+13.5pp |
| Annual return | 0.00% | 31.08%-31.1pp | 148.58%-148.6pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $1,461-100.0% | $4,076-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $7,005 | $3,324+110.7% | $5,525+26.8% | $3,539+97.9% |
| Admin fee / account holder | $23 | $151-84.6% | $8,593-99.7% | $142-83.7% |