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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC6+ years Filed as: JANNEY MONTGOMERY SCOTT LLC DBA IND Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $178,843 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $5,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $900 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
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 | $100,645 | $176,471-43.0% | $95,968+4.9% | $90,274+11.5% |
| Participation rate | 93.6% | 86.6%+7.0pp | 77.1%+16.5pp | 73.4%+20.3pp |
| Annual return | 24.46% | 20.15%+4.3pp | 91.65%-67.2pp | 53.97%-29.5pp |
| Employer contribution / active EE | $1,710 | $2,783-38.6% | $2,542-32.7% | $2,523-32.2% |
| Participant deferral / active EE | $5,692 | $5,325+6.9% | $4,167+36.6% | $4,231+34.6% |
| Admin fee / account holder | $82 | $154-46.5% | $6,798-98.8% | $114-27.7% |