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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $50,845 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $19,414 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,120 | $54,237-61.1% | $90,300-76.6% | $67,579-68.7% |
| Participation rate | 97.7% | 68.6%+29.1pp | 73.3%+24.4pp | 71.3%+26.4pp |
| Annual return | 25.41% | 37.27%-11.9pp | 78.11%-52.7pp | 378.56%-353.1pp |
| Employer contribution / active EE | $2,537 | $1,846+37.5% | $2,854-11.1% | $2,148+18.1% |
| Participant deferral / active EE | $4,669 | $2,625+77.8% | $3,884+20.2% | $3,539+31.9% |
| Admin fee / account holder | $77 | $123-37.9% | $5,353-98.6% | $142-46.2% |