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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC4 years Service code 55 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Other Commissions | $23,797 |
PASI, LLC6+ years Service code 13 10 TALCOTT NOTCH ROAD · FARMINGTON, CT 06032 | Contract Administrator | $11,048 |
MARCUM LLP2 years Filed as: MARCUM, LLP Service code 10 ONE SE THIRD AVE. 16TH FLOOR · MIAMI, FL 33131 | Accounting | $10,400 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $51,322 | $43,133+19.0% | $89,400-42.6% | $73,493-30.2% |
| Participation rate | 78.2% | 55.0%+23.3pp | 68.0%+10.3pp | 70.7%+7.6pp |
| Annual return | 17.46% | 135.66%-118.2pp | 245.64%-228.2pp | 28.51%-11.1pp |
| Employer contribution / active EE | $626 | $1,438-56.4% | $2,586-75.8% | $2,270-72.4% |
| Participant deferral / active EE | $3,121 | $2,445+27.7% | $3,890-19.8% | $3,740-16.5% |
| Admin fee / account holder | $169 | $444-61.9% | $4,882-96.5% | $513-67.1% |