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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC4 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 26 2800 QUARRY LAKE DRIVE · BALTIMORE, MD 21209 | Advisory (Participants) | $38,992 |
NWPS1 year Service code 37 300 E. JOPPA RD., STE. 601 · TOWSON, MD 21286 | Loan Processing | $18,646 |
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 | $96,662 | $54,573+77.1% | $90,970+6.3% | $73,493+31.5% |
| Participation rate | 63.2% | 61.2%+2.1pp | 69.0%-5.8pp | 70.7%-7.4pp |
| Annual return | 14.70% | 16.69%-2.0pp | 134.58%-119.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $357 | $991-63.9% | $2,122-83.2% | $2,270-84.3% |
| Participant deferral / active EE | $3,790 | $2,517+50.6% | $3,373+12.4% | $3,740+1.3% |
| Admin fee / account holder | $529 | $521+1.4% | $5,960-91.1% | $513+3.1% |