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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $433 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $282 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $212 |
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.
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 | $42,559 | $52,961-19.6% | $172,752-75.4% | $65,185-34.7% |
| Participation rate | 6.5% | 66.2%-59.7pp | 82.6%-76.2pp | 70.2%-63.7pp |
| Annual return | 18.45% | 30.12%-11.7pp | 802.97%-784.5pp | 29.38%-10.9pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $202 | $2,471-91.8% | $5,198-96.1% | $3,514-94.3% |
| Admin fee / account holder | $65 | $472-86.2% | $13,955-99.5% | $847-92.3% |