Filed January 27, 2021
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| Provider | Service type | Compensation |
|---|---|---|
JONES GREGG FINANCIAL2 years Filed as: JONES GREGG FINANCIAL LLC Service code 27 6733 FAIRVIEW RD · CHARLOTTE, NC 282103652 | Advisory (Plan) | $25,640 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,347 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,939 | $62,166-35.8% | $81,286-50.9% | $74,429-46.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 14.56% | 16.50%-1.9pp | 24.80%-10.2pp | 1368.38%-1353.8pp |
| Employer contribution / active EE | $2,829 | $1,881+50.4% | $2,463+14.9% | $2,625+7.8% |
| Participant deferral / active EE | $2,205 | $3,223-31.6% | $3,883-43.2% | $4,348-49.3% |
| Admin fee / account holder | $282 | $1,925-85.3% | $5,764-95.1% | $1,944-85.5% |