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| Provider | Service type | Compensation |
|---|---|---|
IBOTU LOCAL 7132 years Service code 49 · EIN 11-3286388 | Other Services | $406,461 |
JANNEY MONTGOMERY SCOTT LLC2 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 19 · EIN 23-0731260 | Securities Custodian | $159,253 |
Filed as: DANIEL COOK ASSOCIATES, INC. Service code 15 · EIN 11-2424843 | Recordkeeping | $33,000 |
NOVAK FRANCELLA LLC2 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $26,000 |
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.
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 | $777 | $130,338-99.4% | $85,705-99.1% | $106,520-99.3% |
| Participation rate | 100.0% | 64.6%+35.4pp | 69.9%+30.1pp | 71.3%+28.7pp |
| Annual return | 9.33% | 14.40%-5.1pp | 21.49%-12.2pp | 19.28%-9.9pp |
| Employer contribution / active EE | $244 | $3,864-93.7% | $2,619-90.7% | $2,840-91.4% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,924-100.0% | $4,948-100.0% |
| Admin fee / account holder | $20 | $114-82.3% | $6,877-99.7% | $75-72.9% |