Filed March 27, 2017 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 PO BOX 11810 · EUGENE, OR 97440 | Advisory (Plan) | $58,567 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,758 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,481 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,462 | $72,770-49.9% | $67,652-46.1% | $55,191-33.9% |
| Participation rate | 81.5% | 78.8%+2.7pp | 75.7%+5.8pp | 69.2%+12.3pp |
| Annual return | -0.97% | -3.26%+2.3pp | 6625.40%-6626.4pp | 10.78%-11.7pp |
| Employer contribution / active EE | $871 | $1,769-50.8% | $2,266-61.5% | $1,899-54.1% |
| Participant deferral / active EE | $2,076 | $3,408-39.1% | $3,560-41.7% | $3,046-31.9% |
| Admin fee / account holder | -$2 | $79-103.0% | $4,821-100.0% | $91-102.6% |