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| Provider | Service type | Compensation |
|---|---|---|
J W COLE FINANCIAL INC1 year Filed as: JW COLE INSURANCE SVCS INC Service code 55 | Other Commissions | $9,571 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $2,829 |
Filed as: BPAS SERVICES, LLC Service code 13 · EIN 16-1616474 | Contract Administrator | $2,614 |
LIFETIME BENEFIT SOLUTIONS3 years Service code 13 · EIN 16-1171765 | Contract Administrator | $803 |
J W COLE FINANCIAL INC3 years Filed as: JW COLE SERVICES, INC Service code 55 · EIN 65-1040717 | Other Commissions | $0 |
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 | $59,804 | $78,607-23.9% | $105,624-43.4% | $74,478-19.7% |
| Participation rate | 95.2% | 72.8%+22.4pp | 75.3%+20.0pp | 67.2%+28.0pp |
| Annual return | 10.93% | 15.96%-5.0pp | 116.20%-105.3pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $3,480 | $2,523+37.9% | $3,168+9.9% | $2,626+32.5% |
| Participant deferral / active EE | $3,654 | $4,325-15.5% | $5,013-27.1% | $4,350-16.0% |
| Admin fee / account holder | $18 | $2,220-99.2% | $10,961-99.8% | $1,946-99.1% |