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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2+ years Service code 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $20,746 |
SENTINEL PENSION ADVISORS2+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 100 QUANNAPOWITT PKWY, STE 300 · WAKEFIELD, MA 01880 | Contract Administrator | $10,013 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,088 |
Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $261 |
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 | $95,999 | $37,044+159.1% | $71,796+33.7% | $57,658+66.5% |
| Participation rate | 25.4% | 61.1%-35.7pp | 69.1%-43.7pp | 70.2%-44.8pp |
| Annual return | 6.39% | 12.64%-6.3pp | 78.04%-71.7pp | 5.13%+1.3pp |
| Employer contribution / active EE | $600 | $720-16.7% | $1,924-68.8% | $1,974-69.6% |
| Participant deferral / active EE | $1,058 | $1,974-46.4% | $2,794-62.2% | $3,061-65.4% |
| Admin fee / account holder | $29 | $101-70.9% | $4,815-99.4% | $95-68.9% |