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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JANNEY MONTGOMERY SCOTT LLC DBA Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $350,121 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $340,354 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $14,500 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,221 | $110,258+5.4% | $102,460+13.4% | $200,096-41.9% |
| Participation rate | 95.7% | 86.3%+9.4pp | 76.5%+19.2pp | 72.0%+23.7pp |
| Annual return | 26.01% | 35.78%-9.8pp | 29.47%-3.5pp | 34.26%-8.2pp |
| Employer contribution / active EE | $3,562 | $3,605-1.2% | $3,025+17.7% | $3,038+17.3% |
| Participant deferral / active EE | $7,447 | $6,377+16.8% | $5,056+47.3% | $5,090+46.3% |
| Admin fee / account holder | $169 | $122+38.3% | $9,460-98.2% | $269-37.2% |