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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC3 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $28,747 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,619 |
WELLS THOMAS, LLC1 year Service code 13 · EIN 26-0228640 | Contract Administrator | $8,329 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,243 | $82,163-30.3% | $125,381-54.3% | $64,819-11.7% |
| Participation rate | 25.7% | 77.9%-52.2pp | 82.4%-56.7pp | 71.5%-45.8pp |
| Annual return | 349.46% | 3.49%+346.0pp | 572.31%-222.8pp | 32.84%+316.6pp |
| Employer contribution / active EE | $516 | $3,616-85.7% | $4,815-89.3% | $2,507-79.4% |
| Participant deferral / active EE | $1,116 | $7,175-84.4% | $7,448-85.0% | $4,311-74.1% |
| Admin fee / account holder | $110 | $163-32.6% | $10,007-98.9% | $188-41.4% |