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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,315 |
SECURITIES AMERICA INC5 years Service code 55 12325 PORT GRACE BLVD · LA VISTA, NE 68103 | Other Commissions | $15,051 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,445 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,430 | $70,418+15.6% | $96,570-15.7% | $85,847-5.1% |
| Participation rate | 41.9% | 61.8%-19.9pp | 69.8%-28.0pp | 69.3%-27.5pp |
| Annual return | 13.32% | 18.59%-5.3pp | 37.79%-24.5pp | 318.61%-305.3pp |
| Employer contribution / active EE | $903 | $1,413-36.1% | $2,357-61.7% | $2,565-64.8% |
| Participant deferral / active EE | $2,035 | $2,894-29.7% | $3,849-47.1% | $3,952-48.5% |
| Admin fee / account holder | $218 | $4,995-95.6% | $6,182-96.5% | $6,261-96.5% |