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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 | $14,514 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,220 | $39,948-21.8% | $89,400-65.1% | $73,412-57.5% |
| Participation rate | 44.0% | 50.4%-6.4pp | 68.0%-24.0pp | 72.2%-28.2pp |
| Annual return | 17.21% | 50.12%-32.9pp | 245.64%-228.4pp | 59.30%-42.1pp |
| Employer contribution / active EE | $1,020 | $1,200-15.0% | $2,586-60.6% | $2,234-54.3% |
| Participant deferral / active EE | $1,801 | $2,193-17.9% | $3,890-53.7% | $3,806-52.7% |
| Admin fee / account holder | $61 | $134-54.4% | $4,882-98.7% | $158-61.3% |