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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC7+ years Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $27,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $26,706 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,247 |
THE ANGELL PENSION GROUP, INC.7+ years Service code 13 88 BOYD AVE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,489 | $72,639+35.6% | $90,766+8.5% | $66,949+47.1% |
| Participation rate | 60.1% | 73.7%-13.6pp | 75.7%-15.6pp | 69.8%-9.7pp |
| Annual return | -12.00% | -12.28%+0.3pp | -12.16%+0.2pp | 1.57%-13.6pp |
| Employer contribution / active EE | $1,218 | $2,369-48.6% | $2,922-58.3% | $2,545-52.2% |
| Participant deferral / active EE | $3,911 | $3,979-1.7% | $4,565-14.3% | $4,239-7.7% |
| Admin fee / account holder | $967 | $708+36.7% | $8,446-88.6% | $594+62.9% |