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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JANNEY MONTGOMERY SCOTT INC Service code 27 · EIN 23-0731260 | Advisory (Plan) | $128,334 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $69,731 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $95,167 | $79,519+19.7% | $95,960-0.8% | $73,412+29.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 12.63% | 19.20%-6.6pp | 91.63%-79.0pp | 59.30%-46.7pp |
| Employer contribution / active EE | $4,083 | $2,048+99.4% | $2,541+60.7% | $2,234+82.8% |
| Participant deferral / active EE | $7,121 | $4,138+72.1% | $4,167+70.9% | $3,806+87.1% |
| Admin fee / account holder | $238 | $184+29.0% | $6,797-96.5% | $158+50.6% |