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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 19 · EIN 23-0731260 | Securities Custodian | $103,869 |
IBOTU LOCAL 7131 year Service code 49 · EIN 11-3286388 | Other Services | $86,397 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $20,000 |
Filed as: DANIEL COOK ASSOCIATES, INC. Service code 15 · EIN 11-2424843 | Recordkeeping | $12,000 |
Filed as: MERRILL LYNCH WEALTH MANAGEMENT Service code 19 · EIN 13-5674085 | Securities Custodian | $9,328 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $478 | $123,048-99.6% | $81,982-99.4% | $106,273-99.6% |
| Participation rate | 100.0% | 65.1%+34.9pp | 69.3%+30.7pp | 70.8%+29.2pp |
| Annual return | 1.93% | 14.83%-12.9pp | 41.31%-39.4pp | 21.70%-19.8pp |
| Employer contribution / active EE | $158 | $3,893-95.9% | $2,498-93.7% | $2,722-94.2% |
| Participant deferral / active EE | $0 | $4,168-100.0% | $3,722-100.0% | $4,601-100.0% |
| Admin fee / account holder | $7 | $116-94.2% | $5,665-99.9% | $78-91.4% |