Filed April 4, 2017
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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC7 years Service code 49 · EIN 23-0731260 | Other Services | $68,556 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,551 |
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 | $29,147 | $79,151-63.2% | $60,906-52.1% | $64,819-55.0% |
| Participation rate | 31.9% | 77.7%-45.8pp | 73.1%-41.2pp | 71.5%-39.5pp |
| Annual return | -15.46% | -7.12%-8.3pp | 16.94%-32.4pp | 32.84%-48.3pp |
| Employer contribution / active EE | $879 | $3,052-71.2% | $2,703-67.5% | $2,507-64.9% |
| Participant deferral / active EE | $2,287 | $3,727-38.6% | $3,814-40.0% | $4,311-46.9% |
| Admin fee / account holder | $29 | $106-72.2% | $3,227-99.1% | $188-84.4% |