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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 27 · EIN 23-0731260 | Advisory (Plan) | $53,522 |
MCCLAIN SMITH & WENZ PC2+ years Filed as: MCCLAIN, SMITH & WENZ, PC Service code 10 · EIN 38-3382520 | Accounting | $6,100 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $680 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $22 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $16 |
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 | $185,930 | $60,349+208.1% | $74,184+150.6% | $62,881+195.7% |
| Participation rate | 95.9% | 72.7%+23.2pp | 76.6%+19.3pp | 69.3%+26.6pp |
| Annual return | 6.23% | 21.38%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $15,416 | $1,680+817.4% | $2,370+550.4% | $2,281+575.9% |
| Participant deferral / active EE | $3,861 | $2,856+35.2% | $3,550+8.8% | $3,203+20.5% |
| Admin fee / account holder | $534 | $4,261-87.5% | $5,586-90.4% | $4,296-87.6% |