Filed October 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,446 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,322 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,178 | $26,805-35.9% | $59,496-71.1% | $52,331-67.2% |
| Participation rate | 41.1% | 39.3%+1.7pp | 54.6%-13.5pp | 68.1%-27.0pp |
| Annual return | 1.11% | 2.61%-1.5pp | 182.05%-180.9pp | 4.54%-3.4pp |
| Employer contribution / active EE | $164 | $450-63.5% | $1,153-85.7% | $1,882-91.3% |
| Participant deferral / active EE | $853 | $916-7.0% | $1,829-53.4% | $3,022-71.8% |
| Admin fee / account holder | $81 | $305-73.4% | $2,232-96.4% | $592-86.3% |