Filed May 23, 2007
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC3 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 27 1717 ARCH ST · PHILADELPHIA, PA 19103 | Advisory (Plan) | $21,674 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $3,200 |
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.
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 | $14,922 | $65,960-77.4% | $81,844-81.8% | $77,736-80.8% |
| Participation rate | 82.2% | 65.8%+16.5pp | 72.4%+9.8pp | 70.6%+11.6pp |
| Annual return | 11.44% | 26.64%-15.2pp | 778.87%-767.4pp | 31.26%-19.8pp |
| Employer contribution / active EE | $2,059 | $2,375-13.3% | $2,916-29.4% | $2,728-24.5% |
| Participant deferral / active EE | $1,123 | $3,505-68.0% | $4,323-74.0% | $4,651-75.9% |
| Admin fee / account holder | $53 | $526-89.9% | $7,355-99.3% | $433-87.7% |