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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP, LLC Service code 26 · EIN 34-1820650 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $67,035 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $65,245 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,068 | $74,347+120.7% | $93,621+75.2% | $67,584+142.8% |
| Participation rate | 97.0% | 80.6%+16.4pp | 75.8%+21.2pp | 71.3%+25.7pp |
| Annual return | 51.62% | 28.07%+23.5pp | 32.76%+18.9pp | 378.59%-327.0pp |
| Employer contribution / active EE | $4,270 | $2,583+65.3% | $2,719+57.1% | $2,148+98.8% |
| Participant deferral / active EE | $8,636 | $4,060+112.7% | $4,070+112.2% | $3,540+144.0% |
| Admin fee / account holder | $185 | $123+50.9% | $7,890-97.7% | $142+30.0% |