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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,650 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,399 | $27,330-76.6% | $67,711-90.5% | $55,191-88.4% |
| Participation rate | 80.2% | 47.5%+32.6pp | 67.5%+12.6pp | 69.2%+11.0pp |
| Annual return | 0.00% | 8.81%-8.8pp | 25.41%-25.4pp | 10.78%-10.8pp |
| Employer contribution / active EE | $865 | $855+1.2% | $2,559-66.2% | $1,899-54.4% |
| Participant deferral / active EE | $1,100 | $1,709-35.6% | $3,585-69.3% | $3,046-63.9% |
| Admin fee / account holder | $5 | $109-95.4% | $4,255-99.9% | $91-94.5% |