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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,973 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,762 |
Service code 37 · EIN 39-6040276 | Loan Processing | $305 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,280 | $49,138-34.3% | $84,015-61.6% | $65,185-50.5% |
| Participation rate | 78.7% | 60.7%+18.0pp | 69.0%+9.7pp | 70.2%+8.5pp |
| Annual return | 12.82% | 23.00%-10.2pp | 71.31%-58.5pp | 29.38%-16.6pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,320 | $2,397-3.2% | $3,239-28.4% | $3,514-34.0% |
| Admin fee / account holder | $163 | $543-69.9% | $6,101-97.3% | $847-80.7% |