Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC1+ years Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $27,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $24,235 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $151,489 | $58,828+157.5% | $78,002+94.2% | $62,881+140.9% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | -3.99% | 17.16%-21.1pp | 425.99%-430.0pp | 20.14%-24.1pp |
| Employer contribution / active EE | $1,338 | $1,672-19.9% | $2,470-45.8% | $2,281-41.3% |
| Participant deferral / active EE | $5,910 | $2,686+120.1% | $3,497+69.0% | $3,203+84.5% |
| Admin fee / account holder | $564 | $4,393-87.2% | $5,481-89.7% | $4,296-86.9% |