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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 | $4,559 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,924 | $31,109-23.1% | $67,704-64.7% | $52,331-54.3% |
| Participation rate | 48.0% | 54.0%-5.9pp | 67.5%-19.5pp | 68.1%-20.1pp |
| Annual return | -0.34% | 23.70%-24.0pp | 25.41%-25.8pp | 4.54%-4.9pp |
| Employer contribution / active EE | $1,019 | $1,076-5.3% | $2,559-60.2% | $1,882-45.9% |
| Participant deferral / active EE | $1,608 | $1,970-18.4% | $3,585-55.1% | $3,022-46.8% |
| Admin fee / account holder | $46 | $466-90.2% | $4,255-98.9% | $592-92.3% |