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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $161,945 |
JANNEY MONTGOMERY SCOTT LLC4+ years Service code 27 · EIN 23-1918844 | Advisory (Plan) | $74,928 |
KEITER4+ years Filed as: KEITER STEPHENS Service code 10 · EIN 54-1631262 | Accounting | $36,170 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,577 | $34,242+18.5% | $76,518-47.0% | $75,289-46.1% |
| Participation rate | 86.8% | 43.9%+42.8pp | 68.0%+18.8pp | 72.4%+14.3pp |
| Annual return | -6.97% | -0.98%-6.0pp | -0.27%-6.7pp | -0.04%-6.9pp |
| Employer contribution / active EE | $1,988 | $975+103.9% | $2,647-24.9% | $2,405-17.4% |
| Participant deferral / active EE | $5,254 | $1,872+180.6% | $3,836+37.0% | $3,739+40.5% |
| Admin fee / account holder | $72 | $112-35.7% | $4,849-98.5% | $102-29.7% |