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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,055 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,204 | $58,927-6.3% | $76,823-28.1% | $72,983-24.4% |
| Participation rate | 39.4% | 67.3%-28.0pp | 72.1%-32.7pp | 69.5%-30.1pp |
| Annual return | 33.22% | 2305.64%-2272.4pp | 1166.42%-1133.2pp | 81.01%-47.8pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,066 | $2,690-23.2% | $3,336-38.1% | $3,608-42.7% |
| Admin fee / account holder | $33 | $4,013-99.2% | $6,422-99.5% | $5,124-99.4% |