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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 | $25,701 |
JPMORGAN INVEST HOLDINGS LLC1+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $2,581 |
Annual investment return 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 | $150,116 | $88,042+70.5% | $138,135+8.7% | $79,856+88.0% |
| Participation rate | 85.7% | 71.4%+14.3pp | 78.7%+7.0pp | 69.6%+16.1pp |
| Annual return | 9.98% | 20.58%-10.6pp | 20.51%-10.5pp | 31.71%-21.7pp |
| Employer contribution / active EE | $10,134 | $3,103+226.6% | $5,587+81.4% | $2,471+310.1% |
| Participant deferral / active EE | $17,092 | $4,704+263.3% | $6,431+165.8% | $3,741+356.9% |
| Admin fee / account holder | $275 | $7,791-96.5% | $11,856-97.7% | $5,306-94.8% |