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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC10+ years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $35,896 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,098 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $239 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,130 | $54,245+189.7% | $93,727+67.6% | $77,762+102.1% |
| Participation rate | 19.4% | 63.9%-44.5pp | 68.7%-49.3pp | 70.6%-51.2pp |
| Annual return | 14.07% | 30.58%-16.5pp | 133.83%-119.8pp | 31.27%-17.2pp |
| Employer contribution / active EE | $588 | $1,168-49.7% | $2,421-75.7% | $2,728-78.5% |
| Participant deferral / active EE | $1,289 | $3,144-59.0% | $4,417-70.8% | $4,651-72.3% |
| Admin fee / account holder | $606 | $575+5.3% | $8,292-92.7% | $433+39.9% |