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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,146 |
GOLDMAN SACHS2 years Filed as: GILL CAPITAL PARTNERS INC Service code 27 600 S CHERRY ST STE 800 · DENVER, CO 80246 | Advisory (Plan) | $9,367 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
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 | $39,047 | $73,638-47.0% | $95,960-59.3% | $73,493-46.9% |
| Participation rate | 40.4% | 76.2%-35.7pp | 77.1%-36.7pp | 70.7%-30.3pp |
| Annual return | 11.98% | 16.78%-4.8pp | 91.63%-79.7pp | 28.51%-16.5pp |
| Employer contribution / active EE | $836 | $1,863-55.2% | $2,541-67.1% | $2,270-63.2% |
| Participant deferral / active EE | $1,383 | $3,617-61.8% | $4,167-66.8% | $3,740-63.0% |
| Admin fee / account holder | $172 | $482-64.2% | $6,797-97.5% | $513-66.4% |