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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $40,853 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,427 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,850 | $72,554-49.2% | $138,135-73.3% | $73,493-49.9% |
| Participation rate | 91.5% | 74.8%+16.7pp | 78.7%+12.8pp | 70.7%+20.9pp |
| Annual return | 19.38% | 17.50%+1.9pp | 20.51%-1.1pp | 28.51%-9.1pp |
| Employer contribution / active EE | $4,528 | $3,511+29.0% | $5,587-19.0% | $2,270+99.4% |
| Participant deferral / active EE | $10,771 | $4,908+119.4% | $6,431+67.5% | $3,740+188.0% |
| Admin fee / account holder | $249 | $464-46.3% | $11,856-97.9% | $513-51.4% |