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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,906 |
Service code 99 40 W EASY ST · SIMI VALLEY, CA 93065 | Other Fees | $1,672 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
Filed as: MORGAN STANLEY INSURANCE Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
Service code 55 1 NEW YORK PLZ 12TH FL · NEW YORK, NY 10004 | Other Commissions | $0 |
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 | $106,703 | $89,367+19.4% | $141,191-24.4% | $72,975+46.2% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.5%+10.1pp | 69.5%+23.1pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $710 | $3,115-77.2% | $4,736-85.0% | $2,440-70.9% |
| Participant deferral / active EE | $6,134 | $5,419+13.2% | $6,710-8.6% | $3,608+70.0% |
| Admin fee / account holder | $45 | $5,957-99.2% | $10,264-99.6% | $5,124-99.1% |