Filed January 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $118,981 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $29,612 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,526 | $90,274-65.1% | $93,406-66.2% | $90,274-65.1% |
| Participation rate | 98.6% | 73.4%+25.3pp | 66.8%+31.8pp | 73.4%+25.3pp |
| Annual return | 16.71% | 53.97%-37.3pp | 78.05%-61.3pp | 53.97%-37.3pp |
| Employer contribution / active EE | $1,796 | $2,523-28.8% | $2,075-13.4% | $2,523-28.8% |
| Participant deferral / active EE | $3,233 | $4,231-23.6% | $3,126+3.4% | $4,231-23.6% |
| Admin fee / account holder | $102 | $114-11.0% | $5,230-98.1% | $114-11.0% |