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, OH 97440 | Advisory (Plan) | $43,151 |
Service code 99 PO BOX 889 · EUGENE, OR 97440 | Other Fees | $12,500 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,533 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $43,968 | $73,404-40.1% | $87,103-49.5% | $67,582-34.9% |
| Participation rate | 71.8% | 80.9%-9.1pp | 76.9%-5.1pp | 71.3%+0.5pp |
| Annual return | 20.47% | 48.29%-27.8pp | 28.19%-7.7pp | 378.57%-358.1pp |
| Employer contribution / active EE | $1,111 | $2,014-44.8% | $2,521-55.9% | $2,148-48.3% |
| Participant deferral / active EE | $2,472 | $3,913-36.8% | $4,049-38.9% | $3,539-30.2% |
| Admin fee / account holder | $29 | $142-79.2% | $7,491-99.6% | $142-79.4% |