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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,359 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,497 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $549 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,185 | $72,554-84.6% | $138,135-91.9% | $73,493-84.8% |
| Participation rate | 77.4% | 74.8%+2.5pp | 78.7%-1.3pp | 70.7%+6.7pp |
| Annual return | 12.17% | 17.50%-5.3pp | 20.51%-8.3pp | 28.51%-16.3pp |
| Employer contribution / active EE | $1,599 | $3,511-54.5% | $5,587-71.4% | $2,270-29.6% |
| Participant deferral / active EE | $4,192 | $4,908-14.6% | $6,431-34.8% | $3,740+12.1% |
| Admin fee / account holder | $79 | $464-82.9% | $11,856-99.3% | $513-84.5% |