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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC6 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $275,662 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $104,602 |
STALKER & ASSOCIATES, INC.4 years Service code 13 · EIN 23-2756743 301 S. STATE STE 103 · NEWTOWN, PA 18940 | Contract Administrator | $36,242 |
Filed as: EMPOWER ADVISORY GRIUP, LLC Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,672 |
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 | $56,509 | $82,163-31.2% | $125,363-54.9% | $64,814-12.8% |
| Participation rate | 96.1% | 77.9%+18.2pp | 82.4%+13.7pp | 71.5%+24.6pp |
| Annual return | -14.13% | 3.49%-17.6pp | 572.15%-586.3pp | 32.84%-47.0pp |
| Employer contribution / active EE | $4,105 | $3,616+13.5% | $4,815-14.7% | $2,507+63.8% |
| Participant deferral / active EE | $11,694 | $7,175+63.0% | $7,447+57.0% | $4,310+171.3% |
| Admin fee / account holder | $351 | $163+115.0% | $10,005-96.5% | $188+86.8% |