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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC1+ years Service code 55 · EIN 23-0731260 | Other Commissions | $41,131 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,933 | $72,770-63.0% | $67,652-60.2% | $55,191-51.2% |
| Participation rate | 78.1% | 78.8%-0.7pp | 75.7%+2.4pp | 69.2%+8.9pp |
| Annual return | -1.17% | -3.26%+2.1pp | 6625.04%-6626.2pp | 10.78%-11.9pp |
| Employer contribution / active EE | $3,675 | $1,769+107.7% | $2,266+62.2% | $1,899+93.6% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-99.7% | $4,821-100.0% | $91-99.8% |