Filed September 5, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $75,702 |
INSIGHT CPAS AND FINANCIAL LLC1+ years Service code 10 · EIN 26-3334905 | Accounting | $19,679 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $10,970 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $182,723 | $56,197+225.1% | $67,652+170.1% | $59,633+206.4% |
| Participation rate | 98.9% | 71.5%+27.4pp | 75.7%+23.2pp | 68.7%+30.2pp |
| Annual return | 1.70% | 18508.10%-18506.4pp | 6625.40%-6623.7pp | 2041.47%-2039.8pp |
| Employer contribution / active EE | $2,789 | $1,615+72.7% | $2,266+23.1% | $2,203+26.6% |
| Participant deferral / active EE | $28,871 | $2,844+915.3% | $3,560+711.0% | $3,192+804.6% |
| Admin fee / account holder | $98 | $3,958-97.5% | $4,821-98.0% | $4,297-97.7% |