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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,326 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,385 |
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 | $31,219 | $61,473-49.2% | $81,716-61.8% | $73,412-57.5% |
| Participation rate | 90.5% | 72.4%+18.1pp | 72.0%+18.5pp | 72.2%+18.3pp |
| Annual return | 31.89% | 28.26%+3.6pp | 29.49%+2.4pp | 59.30%-27.4pp |
| Employer contribution / active EE | $2,082 | $1,898+9.7% | $4,310-51.7% | $2,234-6.8% |
| Participant deferral / active EE | $7,696 | $3,080+149.9% | $7,108+8.3% | $3,806+102.2% |
| Admin fee / account holder | $131 | $125+4.6% | $5,159-97.5% | $158-16.9% |