Filed April 4, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC9 years Service code 49 · EIN 23-0731260 | Other Services | $69,293 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,070 | $91,710-60.7% | $67,560-46.6% | $77,762-53.6% |
| Participation rate | 31.8% | 76.0%-44.2pp | 72.9%-41.1pp | 70.6%-38.7pp |
| Annual return | 16.50% | 14.88%+1.6pp | 3533.50%-3517.0pp | 31.27%-14.8pp |
| Employer contribution / active EE | $751 | $3,187-76.4% | $2,737-72.6% | $2,728-72.5% |
| Participant deferral / active EE | $2,089 | $3,911-46.6% | $4,004-47.8% | $4,651-55.1% |
| Admin fee / account holder | $36 | $245-85.5% | $3,994-99.1% | $433-91.8% |