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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4800 DEER LAKE DR E FL 1 · JACKSONVILLE, FL 322466484 | Advisory (Plan) | $37,689 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $34,741 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,938 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,283 | $48,406-45.7% | $104,625-74.9% | $90,274-70.9% |
| Participation rate | 96.3% | 64.3%+32.0pp | 74.1%+22.2pp | 73.4%+22.9pp |
| Annual return | 20.81% | 18.72%+2.1pp | 340.60%-319.8pp | 53.97%-33.2pp |
| Employer contribution / active EE | $2,624 | $1,115+135.4% | $2,681-2.2% | $2,523+4.0% |
| Participant deferral / active EE | $3,475 | $2,436+42.7% | $3,738-7.0% | $4,231-17.9% |
| Admin fee / account holder | $105 | $76+37.8% | $6,465-98.4% | $114-8.4% |