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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,303 | $42,886+45.3% | $88,946-30.0% | $85,563-27.2% |
| Participation rate | 83.3% | 37.9%+45.4pp | 68.8%+14.5pp | 66.0%+17.4pp |
| Annual return | 11.46% | 44.56%-33.1pp | 57.82%-46.4pp | 31.51%-20.1pp |
| Employer contribution / active EE | $0 | $1,147-100.0% | $2,555-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $3,652 | $2,108+73.3% | $4,581-20.3% | $4,375-16.5% |
| Admin fee / account holder | $335 | $2,263-85.2% | $8,261-95.9% | $834-59.8% |