Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
71
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JENNIFER MATTHEWS AGENCY, LLC.
Plan sponsor
Name
JENNIFER MATTHEWS AGENCY, LLC
EIN
46-1589427
Address
10290 S PROGRESS WAY STE 204 · PARKER, CO · 80134
Phone
(303) 680-8100
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
