Filed May 17, 2021 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $59,342 |
CANTERBURY CONSULTING1 year Filed as: CANTERBURY CONSULTING INC Service code 16 · EIN 33-0307982 | Consulting | $50,000 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $40,772 |
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 | $65,994 | $80,211-17.7% | $74,184-11.0% | $63,975+3.2% |
| Participation rate | 45.4% | 84.2%-38.8pp | 76.6%-31.2pp | 71.1%-25.7pp |
| Annual return | 8.16% | 14.13%-6.0pp | 17.74%-9.6pp | 48.65%-40.5pp |
| Employer contribution / active EE | $1,424 | $2,553-44.2% | $2,370-39.9% | $2,182-34.7% |
| Participant deferral / active EE | $2,385 | $4,370-45.4% | $3,550-32.8% | $3,356-28.9% |
| Admin fee / account holder | $95 | $67+40.9% | $5,586-98.3% | $70+34.5% |