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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,205 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,904 | $55,636-73.2% | $81,988-81.8% | $73,493-79.7% |
| Participation rate | 49.7% | 62.3%-12.6pp | 69.3%-19.6pp | 70.7%-21.0pp |
| Annual return | 0.00% | 19.07%-19.1pp | 41.31%-41.3pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,080 | $1,625-33.5% | $2,498-56.8% | $2,270-52.4% |
| Participant deferral / active EE | $1,820 | $2,762-34.1% | $3,722-51.1% | $3,740-51.3% |
| Admin fee / account holder | $42 | $493-91.5% | $5,665-99.3% | $513-91.9% |