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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $104,368 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $85,193 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,945 | $79,128-15.4% | $106,554-37.2% | - |
| Participation rate | 92.4% | 77.1%+15.3pp | 76.1%+16.3pp | - |
| Annual return | 10.85% | 16.17%-5.3pp | 26.80%-16.0pp | - |
| Employer contribution / active EE | $2,032 | $3,116-34.8% | $2,819-27.9% | - |
| Participant deferral / active EE | $3,616 | $3,862-6.4% | $4,398-17.8% | - |
| Admin fee / account holder | $158 | $2,807-94.4% | $7,408-97.9% | - |