Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC4 years Filed as: JANNEY MONTGOMERY SCOTT INC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $31,329 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $22,583 |
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 | $144,751 | $65,555+120.8% | $86,216+67.9% | $75,173+92.6% |
| Participation rate | 96.0% | 60.5%+35.5pp | 69.0%+27.0pp | 67.2%+28.8pp |
| Annual return | 16.18% | 46.07%-29.9pp | 1169.42%-1153.2pp | 160.72%-144.5pp |
| Employer contribution / active EE | $3,346 | $1,553+115.4% | $2,382+40.5% | $2,671+25.3% |
| Participant deferral / active EE | $6,248 | $3,023+106.7% | $3,986+56.7% | $4,126+51.4% |
| Admin fee / account holder | $530 | $5,469-90.3% | $6,853-92.3% | $5,651-90.6% |