Filed March 27, 2017 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $51,733 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,240 |
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 | $47,322 | $79,519-40.5% | $95,964-50.7% | $73,412-35.5% |
| Participation rate | 87.7% | 81.2%+6.5pp | 77.1%+10.6pp | 72.2%+15.5pp |
| Annual return | 12.50% | 19.20%-6.7pp | 91.64%-79.1pp | 59.30%-46.8pp |
| Employer contribution / active EE | $1,427 | $2,048-30.3% | $2,541-43.9% | $2,234-36.1% |
| Participant deferral / active EE | $3,039 | $4,138-26.6% | $4,167-27.1% | $3,806-20.2% |
| Admin fee / account holder | $49 | $184-73.6% | $6,797-99.3% | $158-69.1% |