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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC4+ years Filed as: JANNEY MONTGOMERY SCOTT LLC DBA IND Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $167,987 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $12,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $600 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $340 |
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 | $78,263 | $78,852-0.7% | $76,768+1.9% | $75,289+4.0% |
| Participation rate | 93.0% | 85.0%+8.1pp | 77.0%+16.1pp | 72.4%+20.6pp |
| Annual return | -2.52% | -1.29%-1.2pp | 2.43%-5.0pp | -0.04%-2.5pp |
| Employer contribution / active EE | $1,727 | $2,794-38.2% | $2,485-30.5% | $2,405-28.2% |
| Participant deferral / active EE | $5,628 | $4,800+17.2% | $3,852+46.1% | $3,739+50.5% |
| Admin fee / account holder | $96 | $79+21.1% | $6,676-98.6% | $102-6.5% |