Filed June 14, 2017
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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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 | $21,678 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,630 |
DAVID ROMANO7+ years Filed as: DAVID BUCK, CPA Service code 10 16524 CHINA BERRY CT · CHINO HILLS, CA 91709 | Accounting | $10,500 |
ALPHAPOINT, INC.3 years Filed as: ALPHAPOINT INC Service code 27 2101 E COAST HWY STE 120 · CORONA DEL MAR, CA 92625 | Advisory (Plan) | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,757 | $66,528-5.7% | $86,874-27.8% | $86,799-27.7% |
| Participation rate | 95.2% | 72.4%+22.9pp | 71.6%+23.6pp | 72.3%+22.9pp |
| Annual return | 15.25% | 19.56%-4.3pp | 63.52%-48.3pp | 97.91%-82.7pp |
| Employer contribution / active EE | $1,604 | $2,007-20.1% | $2,495-35.7% | $2,405-33.3% |
| Participant deferral / active EE | $5,097 | $3,240+57.3% | $3,699+37.8% | $4,131+23.4% |
| Admin fee / account holder | $110 | $148-25.9% | $5,828-98.1% | $170-35.2% |