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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $414,427 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $144,727 |
Filed as: GWFS EQUITIES INC Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $138 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,645 | $106,273-59.9% | $134,162-68.2% | $106,273-59.9% |
| Participation rate | 28.7% | 70.8%-42.1pp | 72.2%-43.5pp | 70.8%-42.1pp |
| Annual return | 19.24% | 21.70%-2.5pp | 36.35%-17.1pp | 21.70%-2.5pp |
| Employer contribution / active EE | $167 | $2,722-93.9% | $3,705-95.5% | $2,722-93.9% |
| Participant deferral / active EE | $939 | $4,601-79.6% | $3,500-73.2% | $4,601-79.6% |
| Admin fee / account holder | $54 | $78-30.8% | $6,685-99.2% | $78-30.8% |