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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC3+ years Filed as: JANNEY MONTGOMERY SCOTT LLC DBA IND Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $148,982 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINATTI, OH 45202 | Accounting | $6,500 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $1,615 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $600 |
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 | $81,921 | $88,730-7.7% | $82,312-0.5% | $77,958+5.1% |
| Participation rate | 93.3% | 84.5%+8.8pp | 76.9%+16.4pp | 71.6%+21.7pp |
| Annual return | 33.87% | 20.88%+13.0pp | 25.88%+8.0pp | 20.87%+13.0pp |
| Employer contribution / active EE | $1,619 | $2,758-41.3% | $2,428-33.3% | $2,310-29.9% |
| Participant deferral / active EE | $5,078 | $4,634+9.6% | $3,706+37.0% | $3,537+43.6% |
| Admin fee / account holder | $86 | $74+15.8% | $5,608-98.5% | $97-12.0% |