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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 | $418 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $276 |
Service code 27 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $230 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,602 | $58,879-22.5% | $178,490-74.5% | $73,488-37.9% |
| Participation rate | 8.1% | 66.2%-58.1pp | 81.9%-73.8pp | 70.7%-62.6pp |
| Annual return | 9.52% | 24.86%-15.3pp | 151.07%-141.5pp | 28.51%-19.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $290 | $2,567-88.7% | $5,202-94.4% | $3,740-92.2% |
| Admin fee / account holder | $58 | $400-85.6% | $13,984-99.6% | $513-88.7% |