Filed June 27, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $107,958 |
LPL FINANCIAL5 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $58,105 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,578 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,781 | $66,621+270.4% | $86,645+184.8% | $86,828+184.2% |
| Participation rate | 98.5% | 72.3%+26.2pp | 71.7%+26.8pp | 72.3%+26.2pp |
| Annual return | 14.47% | 19.53%-5.1pp | 63.52%-49.1pp | 97.95%-83.5pp |
| Employer contribution / active EE | $100 | $2,007-95.0% | $2,496-96.0% | $2,406-95.9% |
| Participant deferral / active EE | $3,728 | $3,242+15.0% | $3,700+0.7% | $4,132-9.8% |
| Admin fee / account holder | $371 | $148+150.3% | $5,830-93.6% | $170+118.9% |