Filed April 4, 2017
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| 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,070 | $91,762-60.7% | $67,502-46.6% | $77,643-53.5% |
| Participation rate | 31.8% | 75.9%-44.1pp | 72.9%-41.0pp | 70.6%-38.7pp |
| Annual return | 16.50% | 14.87%+1.6pp | 3512.12%-3495.6pp | 31.24%-14.7pp |
| Employer contribution / active EE | $751 | $3,181-76.4% | $2,731-72.5% | $2,726-72.4% |
| Participant deferral / active EE | $2,089 | $3,903-46.5% | $4,000-47.8% | $4,647-55.0% |
| Admin fee / account holder | $36 | $176-79.8% | $3,998-99.1% | $430-91.7% |