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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $134,495 |
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $14,129 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $34,885 | $52,293-33.3% | $178,499-80.5% | $73,412-52.5% |
| Participation rate | 90.5% | 65.3%+25.1pp | 81.9%+8.6pp | 72.2%+18.3pp |
| Annual return | 17.11% | 34.75%-17.6pp | 151.10%-134.0pp | 59.30%-42.2pp |
| Employer contribution / active EE | $1,871 | $1,735+7.8% | $5,011-62.7% | $2,234-16.3% |
| Participant deferral / active EE | $4,017 | $2,332+72.2% | $5,202-22.8% | $3,806+5.6% |
| Admin fee / account holder | $140 | $127+10.1% | $13,986-99.0% | $158-11.2% |