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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,212 |
JANNEY MONTGOMERY SCOTT LLC7 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $44,921 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,303 | $38,967+59.9% | $86,233-27.8% | $79,634-21.8% |
| Participation rate | 83.3% | 34.1%+49.3pp | 69.0%+14.3pp | 62.5%+20.8pp |
| Annual return | 11.46% | 49.90%-38.4pp | 61.39%-49.9pp | 36.46%-25.0pp |
| Employer contribution / active EE | $0 | $868-100.0% | $2,504-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $3,652 | $1,663+119.7% | $4,559-19.9% | $3,835-4.8% |
| Admin fee / account holder | $335 | $2,660-87.4% | $8,342-96.0% | $1,002-66.5% |