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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC3 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 19 · EIN 23-0731260 | Securities Custodian | $174,502 |
IBOTU LOCAL 7133 years Service code 49 · EIN 11-3286388 | Other Services | $110,988 |
Filed as: DANIEL COOK ASSOCIATES, INC. Service code 15 · EIN 11-2424843 | Recordkeeping | $36,000 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $24,000 |
Employer contribution per participant 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 | $504 | $96,461-99.5% | $68,803-99.3% | $89,433-99.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 69.0%+31.0pp | 71.3%+28.7pp |
| Annual return | -16.45% | -13.05%-3.4pp | -6.37%-10.1pp | -11.88%-4.6pp |
| Employer contribution / active EE | $153 | $3,671-95.8% | $2,656-94.2% | $3,021-94.9% |
| Participant deferral / active EE | $0 | $4,123-100.0% | $3,942-100.0% | $5,125-100.0% |
| Admin fee / account holder | $9 | $102-91.4% | $4,936-99.8% | $79-89.0% |