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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $78,925 |
JANNEY MONTGOMERY SCOTT LLC6 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $40,781 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,143 | $45,031+31.3% | $84,966-30.4% | $77,643-23.8% |
| Participation rate | 80.6% | 48.7%+31.9pp | 67.5%+13.1pp | 70.6%+10.0pp |
| Annual return | 10.69% | 79.22%-68.5pp | 66.38%-55.7pp | 31.24%-20.5pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,727-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,226 | $2,807+14.9% | $4,519-28.6% | $4,647-30.6% |
| Admin fee / account holder | $313 | $912-65.6% | $6,149-94.9% | $430-27.2% |