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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $31,086 |
JANNEY MONTGOMERY SCOTT LLC2 years Filed as: JANNEY MONTGOMERY SCOTT,, LLC Service code 55 | Other Commissions | $20,459 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,434 |
Filed as: MARTIN MARTIN RANDALL & ASSO. INC. Service code 13 · EIN 64-0765749 | Contract Administrator | $3,230 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 99 353 N CLARK ST. · CHICAGO, IL 60654 | Other Fees | $3,230 |
JANNEY MONTGOMERY SCOTT LLC2 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 55 1717 ARCH ST · PHILADELPHIA, PA 19103 | Other Commissions | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,162 | $86,940-61.9% | $102,434-67.6% | $80,935-59.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 7.30% | 18.89%-11.6pp | 29.46%-22.2pp | 35.66%-28.4pp |
| Employer contribution / active EE | $4,904 | $2,370+107.0% | $3,023+62.2% | $2,757+77.9% |
| Participant deferral / active EE | $2,375 | $4,121-42.4% | $5,055-53.0% | $4,299-44.8% |
| Admin fee / account holder | $210 | $8,047-97.4% | $9,462-97.8% | $6,924-97.0% |