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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 | $16,793 |
THE ANGELL PENSION GROUP, INC.3+ years Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,353 |
JANNEY MONTGOMERY SCOTT LLC3+ 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 | $1,292 |
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 | $32,746 | $58,093-43.6% | $80,022-59.1% | $56,289-41.8% |
| Participation rate | 96.2% | 73.6%+22.6pp | 75.8%+20.4pp | 69.9%+26.4pp |
| Annual return | 7.83% | 34.63%-26.8pp | 11.22%-3.4pp | -9.96%+17.8pp |
| Employer contribution / active EE | $1,304 | $1,933-32.5% | $2,468-47.2% | $2,111-38.2% |
| Participant deferral / active EE | $1,782 | $3,136-43.2% | $3,686-51.6% | $3,350-46.8% |
| Admin fee / account holder | $138 | $623-77.8% | $6,521-97.9% | $521-73.4% |