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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2 years Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $16,794 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,763 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,438 | $47,898+9.5% | $117,498-55.4% | $64,814-19.1% |
| Participation rate | 35.6% | 61.9%-26.2pp | 70.6%-35.0pp | 71.5%-35.8pp |
| Annual return | -18.40% | -15.54%-2.9pp | 29.75%-48.2pp | 32.84%-51.2pp |
| Employer contribution / active EE | $1,192 | $1,774-32.8% | $4,178-71.5% | $2,507-52.5% |
| Participant deferral / active EE | $2,184 | $3,151-30.7% | $4,071-46.4% | $4,310-49.3% |
| Admin fee / account holder | $223 | $132+68.8% | $5,646-96.1% | $188+18.5% |