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 |
|---|---|---|
Service code 15 · EIN 52-2136664 300 EAST JOPPA ROAD · TOWSON, MD 21286 | Recordkeeping | $23,018 |
Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 26 1021 EAST CARY STREET · RICHMOND, VA 23219 | Advisory (Participants) | $16,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $41,789 | $39,898+4.7% | $121,220-65.5% | $55,725-25.0% |
| Participation rate | 48.8% | 61.2%-12.4pp | 71.8%-22.9pp | 70.9%-22.0pp |
| Annual return | 74.51% | -0.96%+75.5pp | 16.94%+57.6pp | 244.93%-170.4pp |
| Employer contribution / active EE | $1,165 | $1,295-10.0% | $4,023-71.0% | $2,078-43.9% |
| Participant deferral / active EE | $2,149 | $2,439-11.9% | $3,345-35.8% | $3,356-36.0% |
| Admin fee / account holder | $267 | $95+180.2% | $5,021-94.7% | $115+131.4% |