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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2+ years Filed as: JANNEY MONTGOMERY SCOTT Service code 13 1717 ARCH STREETT · PHILADELPHIA, PA 19103 | Contract Administrator | $66,450 |
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 | $138,927 | $77,638+78.9% | $156,551-11.3% | $62,881+120.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.92% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $9,610 | $3,444+179.1% | $5,501+74.7% | $2,281+321.3% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $650 | $5,561-88.3% | $13,028-95.0% | $4,296-84.9% |