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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC1+ years Filed as: JANNEY MONTGOMERY SCOTT LLC DBA IND Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $117,588 |
JANNEY MONTGOMERY SCOTT LLC1+ years Service code 27 600 DRESHAM RD · HORSHAM, PA 19044 | Advisory (Plan) | $64,172 |
BARNES, IACCARINO & SHEPHERD LLP1+ years Filed as: BARNES, DENNIG & CO., LTD. Service code 10 150 EAST FOURTH STREET · CINCINATTI, OH 45202 | Accounting | $6,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,095 |
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 | $72,008 | $71,957+0.1% | $67,652+6.4% | $59,188+21.7% |
| Participation rate | 88.4% | 82.7%+5.7pp | 75.7%+12.7pp | 69.4%+19.0pp |
| Annual return | 8.18% | 8.53%-0.3pp | 6625.40%-6617.2pp | 5.51%+2.7pp |
| Employer contribution / active EE | $1,559 | $2,432-35.9% | $2,266-31.2% | $2,098-25.7% |
| Participant deferral / active EE | $4,746 | $4,211+12.7% | $3,560+33.3% | $3,265+45.4% |
| Admin fee / account holder | $5 | $64-91.7% | $4,821-99.9% | $92-94.3% |