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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $15,441 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,577 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,046 |
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 | $54,334 | $73,823-26.4% | $379,746-85.7% | $73,493-26.1% |
| Participation rate | 56.0% | 73.1%-17.2pp | 78.4%-22.5pp | 70.7%-14.7pp |
| Annual return | 21.00% | 29.06%-8.1pp | 34.90%-13.9pp | 28.51%-7.5pp |
| Employer contribution / active EE | $1,182 | $2,472-52.2% | $3,540-66.6% | $2,270-47.9% |
| Participant deferral / active EE | $4,225 | $4,038+4.6% | $6,024-29.9% | $3,740+13.0% |
| Admin fee / account holder | $296 | $607-51.2% | $7,927-96.3% | $513-42.3% |