Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 55 | Other Commissions | $9,976 |
PASI, LLC1 year Filed as: PASI LLC Service code 13 231 FARMINGTON AVE. · FARMINGTON, CT 060321915 | Contract Administrator | $1,190 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $350 |
Filed as: JANNEY MONTGOMERY SCOTT Service code 55 15 N MAIN ST STE 300 · WEST HARTFORD, CT 061071957 | Other Commissions | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $70,662 | $60,165+17.4% | $74,185-4.7% | $55,167+28.1% |
| Participation rate | 83.3% | 74.2%+9.2pp | 76.6%+6.7pp | 69.0%+14.3pp |
| Annual return | 6.64% | 10.00%-3.4pp | 17.74%-11.1pp | 169.23%-162.6pp |
| Employer contribution / active EE | $1,718 | $1,600+7.4% | $2,370-27.5% | $1,963-12.5% |
| Participant deferral / active EE | $3,111 | $2,973+4.6% | $3,550-12.4% | $3,054+1.9% |
| Admin fee / account holder | $9 | $419-97.7% | $5,586-99.8% | $504-98.1% |