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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $106,287 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 15 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $75,905 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,845 | $74,347-14.1% | $93,621-31.8% | $67,584-5.5% |
| Participation rate | 88.2% | 80.6%+7.6pp | 75.8%+12.4pp | 71.3%+16.9pp |
| Annual return | 38.44% | 28.07%+10.4pp | 32.76%+5.7pp | 378.59%-340.1pp |
| Employer contribution / active EE | $2,021 | $2,583-21.8% | $2,719-25.7% | $2,148-5.9% |
| Participant deferral / active EE | $3,097 | $4,060-23.7% | $4,070-23.9% | $3,540-12.5% |
| Admin fee / account holder | $169 | $123+37.9% | $7,890-97.9% | $142+18.9% |