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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC3 years Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $41,950 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,791 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,859 |
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 | $111,257 | $73,638+51.1% | $95,956+15.9% | $73,493+51.4% |
| Participation rate | 92.4% | 76.2%+16.2pp | 77.1%+15.3pp | 70.7%+21.7pp |
| Annual return | 18.05% | 16.78%+1.3pp | 91.63%-73.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $4,534 | $1,863+143.4% | $2,541+78.4% | $2,270+99.7% |
| Participant deferral / active EE | $6,656 | $3,617+84.0% | $4,167+59.8% | $3,740+78.0% |
| Admin fee / account holder | $293 | $482-39.1% | $6,797-95.7% | $513-42.8% |