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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,342 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,065 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,420 | $66,528-28.7% | $86,868-45.4% | $86,813-45.4% |
| Participation rate | 59.1% | 72.4%-13.2pp | 71.6%-12.5pp | 72.3%-13.2pp |
| Annual return | 14.86% | 19.56%-4.7pp | 63.53%-48.7pp | 97.93%-83.1pp |
| Employer contribution / active EE | $294 | $2,007-85.4% | $2,496-88.2% | $2,406-87.8% |
| Participant deferral / active EE | $2,139 | $3,240-34.0% | $3,699-42.2% | $4,131-48.2% |
| Admin fee / account holder | $50 | $148-66.2% | $5,829-99.1% | $170-70.5% |