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| Provider | Service type | Compensation |
|---|---|---|
EMBREE FINANCIAL GROUP1+ years Service code 27 · EIN 36-3983748 | Advisory (Plan) | $49,224 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,006 |
Filed as: ADVISED ASSET GROUP Service code 28 · EIN 84-1532243 8515 WAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,695 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,526 | $57,096+4.3% | $94,229-36.8% | $55,191+7.9% |
| Participation rate | 65.1% | 75.7%-10.6pp | 78.8%-13.7pp | 69.2%-4.1pp |
| Annual return | -0.17% | 159.65%-159.8pp | 10.68%-10.8pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,720 | $1,708+0.7% | $3,587-52.1% | $1,899-9.4% |
| Participant deferral / active EE | $3,224 | $3,165+1.9% | $4,320-25.4% | $3,046+5.8% |
| Admin fee / account holder | $184 | $89+105.7% | $6,269-97.1% | $91+102.2% |