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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC3 years Filed as: JANNEY MONTGOMERY SCOTT INC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $31,871 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $22,881 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,608 | $42,367+175.2% | $79,580+46.5% | $64,819+79.9% |
| Participation rate | 20.2% | 64.7%-44.5pp | 69.5%-49.3pp | 71.5%-51.3pp |
| Annual return | -11.08% | -12.23%+1.2pp | 0.15%-11.2pp | 32.84%-43.9pp |
| Employer contribution / active EE | $568 | $1,181-51.9% | $2,413-76.5% | $2,507-77.3% |
| Participant deferral / active EE | $1,092 | $3,170-65.6% | $3,985-72.6% | $4,311-74.7% |
| Admin fee / account holder | $524 | $160+228.1% | $6,835-92.3% | $188+178.8% |