Filed September 13, 2019 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $74,784 |
JANNEY MONTGOMERY SCOTT LLC8 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $48,463 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $1,620 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,491 | $50,860+113.3% | $155,574-30.3% | $77,714+39.6% |
| Participation rate | 71.8% | 63.1%+8.7pp | 78.2%-6.4pp | 70.6%+1.2pp |
| Annual return | 10.69% | 34.86%-24.2pp | 64.87%-54.2pp | 31.26%-20.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,676-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $6,491 | $2,825+129.8% | $5,629+15.3% | $4,649+39.6% |
| Admin fee / account holder | $320 | $436-26.7% | $15,914-98.0% | $433-26.1% |