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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 15 · EIN 84-1532243 | Recordkeeping | $90,743 |
Service code 15 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $74,865 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,894 | $105,190-36.4% | $98,920-32.4% | $90,274-25.9% |
| Participation rate | 86.8% | 86.4%+0.5pp | 76.0%+10.8pp | 73.4%+13.5pp |
| Annual return | 14.12% | 18.52%-4.4pp | 196.47%-182.4pp | 53.97%-39.9pp |
| Employer contribution / active EE | $1,874 | $3,831-51.1% | $2,689-30.3% | $2,523-25.8% |
| Participant deferral / active EE | $3,134 | $5,616-44.2% | $4,245-26.2% | $4,231-25.9% |
| Admin fee / account holder | $149 | $97+53.0% | $6,643-97.8% | $114+30.6% |