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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,306 |
JANNEY MONTGOMERY SCOTT LLC1+ years Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $3,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,813 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $2,596 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,787 | $56,640-58.0% | $78,002-69.5% | $55,167-56.9% |
| Participation rate | 99.2% | 73.3%+25.9pp | 75.5%+23.7pp | 69.0%+30.2pp |
| Annual return | 46.05% | 2868.48%-2822.4pp | 425.99%-379.9pp | 169.23%-123.2pp |
| Employer contribution / active EE | $455 | $1,724-73.6% | $2,470-81.6% | $1,963-76.8% |
| Participant deferral / active EE | $1,578 | $2,778-43.2% | $3,497-54.9% | $3,054-48.3% |
| Admin fee / account holder | $106 | $467-77.2% | $5,481-98.1% | $504-78.9% |