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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC8 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $29,851 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,481 |
MARCUM LLP6 years Filed as: MARCUM, LLP Service code 10 1155 S MAIN STREET STE 100 · PROVIDENCE, RI 02903 | Accounting | $17,767 |
PASI, LLC10+ years Service code 13 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Contract Administrator | $13,315 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,229 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,945 | $45,126+43.9% | $85,187-23.8% | $74,459-12.8% |
| Participation rate | 77.3% | 49.4%+27.9pp | 67.5%+9.8pp | 67.2%+10.1pp |
| Annual return | 15.69% | 26.30%-10.6pp | 66.67%-51.0pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $740 | $1,460-49.3% | $2,732-72.9% | $2,626-71.8% |
| Participant deferral / active EE | $4,268 | $2,738+55.9% | $4,525-5.7% | $4,350-1.9% |
| Admin fee / account holder | $576 | $2,212-73.9% | $6,162-90.6% | $1,945-70.4% |