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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC3+ years Service code 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $23,245 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 13 100 QUANNAPOWITT PKWY, STE 300 · WAKEFIELD, MA 01880 | Contract Administrator | $10,000 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,988 |
Filed as: EMPOWER RETIREMENT ADVISORY Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,389 | $48,064+129.7% | $78,778+40.1% | $69,631+58.5% |
| Participation rate | 27.4% | 61.6%-34.2pp | 69.2%-41.8pp | 70.7%-43.3pp |
| Annual return | 17.66% | 21.81%-4.2pp | 35.62%-18.0pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $628 | $744-15.6% | $1,986-68.4% | $2,032-69.1% |
| Participant deferral / active EE | $1,178 | $2,079-43.4% | $2,958-60.2% | $3,224-63.5% |
| Admin fee / account holder | $42 | $152-72.7% | $5,134-99.2% | $110-62.4% |