Filed May 7, 1997
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $9,244 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $500 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,282 | $78,339+42.1% | $85,708+29.8% | $93,010+19.6% |
| Participation rate | 81.9% | 72.5%+9.5pp | 69.9%+12.1pp | 73.9%+8.0pp |
| Annual return | 13.73% | 21.17%-7.4pp | 21.49%-7.8pp | 158.70%-145.0pp |
| Employer contribution / active EE | $3,033 | $2,560+18.5% | $2,618+15.8% | $2,705+12.1% |
| Participant deferral / active EE | $3,914 | $3,882+0.8% | $3,922-0.2% | $4,561-14.2% |
| Admin fee / account holder | $2 | $104-97.7% | $6,876-100.0% | $152-98.4% |