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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,143 | $45,022+31.4% | $85,126-30.5% | $77,714-23.9% |
| Participation rate | 80.6% | 48.7%+31.9pp | 67.5%+13.1pp | 70.6%+10.0pp |
| Annual return | 10.69% | 79.38%-68.7pp | 66.63%-55.9pp | 31.26%-20.6pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $2,731-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $3,226 | $2,811+14.8% | $4,523-28.7% | $4,649-30.6% |
| Admin fee / account holder | $313 | $913-65.7% | $6,160-94.9% | $433-27.7% |