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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 | $55,437+39.3% | $155,534-50.4% | $74,459+3.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.38% | 269.58%-256.2pp | 64.92%-51.5pp | 1369.70%-1356.3pp |
| Employer contribution / active EE | $7,703 | $2,266+239.9% | $4,675+64.8% | $2,626+193.3% |
| Participant deferral / active EE | $5,042 | $2,837+77.7% | $5,630-10.5% | $4,350+15.9% |
| Admin fee / account holder | $247 | $1,742-85.8% | $15,900-98.4% | $1,945-87.3% |