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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC2+ years Filed as: JANNEY MONTGOMERY SCOTT LLC DBA IND Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $120,344 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: BARNES, DENNIG & CO., LTD. Service code 10 150 EAST FOURTH STREET · CINCINATTI, OH 45202 | Accounting | $3,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,530 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $300 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,217 | $80,211-8.7% | $74,184-1.3% | $63,975+14.4% |
| Participation rate | 86.1% | 84.2%+1.9pp | 76.6%+9.5pp | 71.1%+14.9pp |
| Annual return | 16.64% | 14.13%+2.5pp | 17.74%-1.1pp | 48.65%-32.0pp |
| Employer contribution / active EE | $1,427 | $2,553-44.1% | $2,370-39.8% | $2,182-34.6% |
| Participant deferral / active EE | $4,465 | $4,370+2.2% | $3,550+25.8% | $3,356+33.0% |
| Admin fee / account holder | $3 | $67-95.3% | $5,586-99.9% | $70-95.5% |