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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,040 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $19,671 |
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 | $32,259 | $67,703-52.4% | $127,803-74.8% | $65,185-50.5% |
| Participation rate | 92.5% | 74.5%+18.0pp | 79.0%+13.4pp | 70.2%+22.3pp |
| Annual return | 20.85% | 24.36%-3.5pp | 26.14%-5.3pp | 29.38%-8.5pp |
| Employer contribution / active EE | $3,754 | $3,724+0.8% | $4,576-18.0% | $2,177+72.5% |
| Participant deferral / active EE | $9,103 | $4,787+90.2% | $6,023+51.1% | $3,514+159.1% |
| Admin fee / account holder | $196 | $618-68.2% | $9,399-97.9% | $847-76.8% |