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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,176 |
Service code 10 861 PARKVIEW DR N STE 200 · EL SEGUNDO, CA 90245 | Accounting | $7,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,423 |
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 | $111,784 | $65,378+71.0% | $87,103+28.3% | $65,186+71.5% |
| Participation rate | 89.3% | 75.3%+13.9pp | 76.9%+12.4pp | 70.2%+19.1pp |
| Annual return | 26.24% | 31.28%-5.0pp | 28.19%-2.0pp | 29.39%-3.1pp |
| Employer contribution / active EE | $3,965 | $1,823+117.5% | $2,521+57.2% | $2,177+82.1% |
| Participant deferral / active EE | $9,488 | $3,389+180.0% | $4,049+134.3% | $3,514+170.0% |
| Admin fee / account holder | $141 | $520-72.9% | $7,491-98.1% | $847-83.4% |