Filed April 16, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4860 COLLEGE BLVD STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $83,719 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,683 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,923 | $104,317+11.1% | $159,436-27.3% | $86,799+33.6% |
| Participation rate | 94.7% | 77.7%+17.0pp | 82.8%+11.9pp | 72.3%+22.4pp |
| Annual return | 18.53% | 26.32%-7.8pp | 263.57%-245.0pp | 97.91%-79.4pp |
| Employer contribution / active EE | $2,475 | $3,451-28.3% | $4,829-48.7% | $2,405+2.9% |
| Participant deferral / active EE | $8,286 | $6,837+21.2% | $7,352+12.7% | $4,131+100.6% |
| Admin fee / account holder | $226 | $172+31.2% | $10,799-97.9% | $170+33.2% |