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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,731 |
IMA WEALTH INC4 years Service code 55 8200 E 32ND ST N STE 100 · WICHITA, KS 67226 | Other Commissions | $43,839 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,138 |
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 | $103,242 | $70,917+45.6% | $98,920+4.4% | $73,497+40.5% |
| Participation rate | 98.9% | 73.8%+25.1pp | 76.0%+22.8pp | 70.7%+28.2pp |
| Annual return | 16.90% | 34.18%-17.3pp | 196.47%-179.6pp | 28.51%-11.6pp |
| Employer contribution / active EE | $3,954 | $2,037+94.1% | $2,689+47.0% | $2,270+74.2% |
| Participant deferral / active EE | $6,087 | $3,501+73.9% | $4,245+43.4% | $3,740+62.8% |
| Admin fee / account holder | $286 | $535-46.5% | $6,643-95.7% | $513-44.2% |