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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC3+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 27 · EIN 23-0731260 | Advisory (Plan) | $55,160 |
MCCLAIN SMITH & WENZ PC1 year Service code 10 · EIN 38-3382520 | Accounting | $6,300 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $400 |
RELIANCE TRUST COMPANY3+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $282 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $21 |
Filed as: MESIROW FINANCIAL INVESTMENT MGMT Service code 49 · EIN 36-3429599 | Other Services | $20 |
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 | $213,018 | $67,602+215.1% | $82,312+158.8% | $70,126+203.8% |
| Participation rate | 87.2% | 72.8%+14.4pp | 76.9%+10.3pp | 69.5%+17.6pp |
| Annual return | 15.81% | 21.57%-5.8pp | 25.88%-10.1pp | 73.15%-57.3pp |
| Employer contribution / active EE | $6,880 | $1,755+292.1% | $2,428+183.3% | $2,343+193.7% |
| Participant deferral / active EE | $3,058 | $2,987+2.4% | $3,706-17.5% | $3,332-8.2% |
| Admin fee / account holder | $562 | $4,512-87.5% | $5,608-90.0% | $4,645-87.9% |