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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,960 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,080 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,812 | $73,638-3.8% | $95,964-26.2% | $73,497-3.7% |
| Participation rate | 99.0% | 76.2%+22.9pp | 77.1%+21.9pp | 70.7%+28.3pp |
| Annual return | 21.99% | 16.78%+5.2pp | 91.64%-69.7pp | 28.51%-6.5pp |
| Employer contribution / active EE | $2,554 | $1,863+37.1% | $2,541+0.5% | $2,270+12.5% |
| Participant deferral / active EE | $2,445 | $3,617-32.4% | $4,167-41.3% | $3,740-34.6% |
| Admin fee / account holder | $108 | $482-77.7% | $6,797-98.4% | $513-79.0% |