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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 26 2800 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Advisory (Participants) | $35,057 |
CDM RETIREMENT CONSULTANTS, INC.4+ years Service code 37 300 E. JOPPA RD., STE. 601 · TOWSON, MD 21286 | Loan Processing | $13,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,053 | $42,548+43.5% | $74,549-18.1% | $56,287+8.5% |
| Participation rate | 64.4% | 60.5%+3.9pp | 69.1%-4.8pp | 69.9%-5.5pp |
| Annual return | -4.77% | 12.40%-17.2pp | 32.53%-37.3pp | -9.96%+5.2pp |
| Employer contribution / active EE | $420 | $855-50.9% | $1,961-78.6% | $2,111-80.1% |
| Participant deferral / active EE | $2,813 | $2,277+23.5% | $3,108-9.5% | $3,350-16.0% |
| Admin fee / account holder | $402 | $467-13.9% | $5,059-92.0% | $521-22.8% |