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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC1+ years Service code 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $21,136 |
SENTINEL PENSION ADVISORS1+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 100 QUANNAPOWITT PKWY, STE 300 · WAKEFIELD, MA 01880 | Contract Administrator | $9,914 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,025 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,590 | $33,745+171.4% | $64,105+42.9% | $55,191+65.9% |
| Participation rate | 19.8% | 59.4%-39.6pp | 68.2%-48.4pp | 69.2%-49.4pp |
| Annual return | 0.71% | 4.95%-4.2pp | 791.24%-790.5pp | 10.78%-10.1pp |
| Employer contribution / active EE | $572 | $641-10.7% | $1,820-68.6% | $1,899-69.9% |
| Participant deferral / active EE | $1,051 | $1,929-45.5% | $2,822-62.8% | $3,046-65.5% |
| Admin fee / account holder | $33 | $94-64.5% | $4,499-99.3% | $91-63.1% |