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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC7+ years Filed as: JANNEY MONTGOMERY SCOTT LLC DBA IND Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $239,367 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $6,000 |
Filed as: QDRO CONSULTANTS CO LLC Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $1,200 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,177 | $144,879-28.1% | $111,319-6.4% | $93,010+12.0% |
| Participation rate | 94.1% | 86.1%+7.9pp | 77.3%+16.7pp | 73.9%+20.2pp |
| Annual return | 43.79% | 18.11%+25.7pp | 54.68%-10.9pp | 158.70%-114.9pp |
| Employer contribution / active EE | $2,467 | $3,052-19.2% | $2,732-9.7% | $2,705-8.8% |
| Participant deferral / active EE | $6,182 | $5,576+10.9% | $4,488+37.8% | $4,561+35.5% |
| Admin fee / account holder | $87 | $104-15.5% | $7,966-98.9% | $152-42.3% |