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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 11101 SWITZER RD STE 200 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $23,638 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,821 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,050 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,095 | $104,497-42.5% | $159,487-62.3% | $79,389-24.3% |
| Participation rate | 98.2% | 76.6%+21.6pp | 82.8%+15.3pp | 70.7%+27.5pp |
| Annual return | 15.77% | 67.98%-52.2pp | 263.71%-247.9pp | 116.89%-101.1pp |
| Employer contribution / active EE | $2,273 | $3,418-33.5% | $4,831-53.0% | $2,428-6.4% |
| Participant deferral / active EE | $8,008 | $6,468+23.8% | $7,354+8.9% | $4,046+97.9% |
| Admin fee / account holder | $168 | $711-76.4% | $10,804-98.4% | $626-73.2% |