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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC5 years Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $37,878 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,961 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,220 | $55,423+39.3% | $155,602-50.4% | $74,400+3.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.38% | 269.07%-255.7pp | 64.81%-51.4pp | 1367.51%-1354.1pp |
| Employer contribution / active EE | $7,703 | $2,266+240.0% | $4,675+64.8% | $2,624+193.5% |
| Participant deferral / active EE | $5,042 | $2,835+77.9% | $5,629-10.4% | $4,348+16.0% |
| Admin fee / account holder | $247 | $1,744-85.9% | $15,923-98.5% | $1,944-87.3% |