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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC1+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 27 · EIN 23-0731260 | Advisory (Plan) | $57,448 |
MCCLAIN SMITH & WENZ PC1+ years Filed as: MCCLAIN, SMITH & WENZ, PC Service code 10 · EIN 38-3382520 | Accounting | $6,000 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $1,680 |
RELIANCE TRUST COMPANY1+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $19 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $183,413 | $56,197+226.4% | $67,652+171.1% | $59,633+207.6% |
| Participation rate | 96.7% | 71.5%+25.2pp | 75.7%+21.0pp | 68.7%+28.0pp |
| Annual return | -1.82% | 18508.10%-18509.9pp | 6625.40%-6627.2pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $13,656 | $1,615+745.8% | $2,266+502.8% | $2,203+520.0% |
| Participant deferral / active EE | $4,081 | $2,844+43.5% | $3,560+14.6% | $3,192+27.9% |
| Admin fee / account holder | $529 | $3,958-86.6% | $4,821-89.0% | $4,297-87.7% |