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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JANNEY MONTGOMERY SCOTT INC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $33,601 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $22,615 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $9,300 |
Filed as: KRASS,SNOW & SHMUTTER, P.C. Service code 29 · EIN 23-0731260 | Legal | $9,148 |
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.)
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 | $135,170 | $64,286+110.3% | $90,970+48.6% | $73,412+84.1% |
| Participation rate | 17.0% | 63.6%-46.5pp | 69.0%-52.0pp | 72.2%-55.1pp |
| Annual return | 11.56% | 21.46%-9.9pp | 134.60%-123.0pp | 59.30%-47.7pp |
| Employer contribution / active EE | $603 | $895-32.5% | $2,122-71.6% | $2,234-73.0% |
| Participant deferral / active EE | $1,099 | $2,453-55.2% | $3,373-67.4% | $3,806-71.1% |
| Admin fee / account holder | $694 | $287+141.7% | $5,961-88.4% | $158+339.6% |