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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,998 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,530 | $43,550-39.1% | $63,517-58.2% | $52,331-49.3% |
| Participation rate | 82.4% | 65.7%+16.7pp | 71.0%+11.4pp | 68.1%+14.3pp |
| Annual return | -4.05% | 2.03%-6.1pp | -70.30%+66.3pp | 4.54%-8.6pp |
| Employer contribution / active EE | $801 | $1,351-40.7% | $2,322-65.5% | $1,882-57.4% |
| Participant deferral / active EE | $2,155 | $2,254-4.4% | $2,953-27.0% | $3,022-28.7% |
| Admin fee / account holder | $17 | $387-95.7% | $5,892-99.7% | $592-97.2% |