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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC8+ years Filed as: JANNEY MONTGOMERY SCOTT LLC DBA IND Service code 27 1717 ARCH ST 18TH FL · PHILADELPHIA, PA 19103 | Advisory (Plan) | $280,536 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $9,250 |
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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,598 | $130,052-31.9% | $86,717+2.2% | $77,906+13.7% |
| Participation rate | 93.2% | 85.9%+7.3pp | 76.6%+16.6pp | 73.7%+19.5pp |
| Annual return | -4.98% | -12.73%+7.7pp | 35.97%-41.0pp | 12.16%-17.1pp |
| Employer contribution / active EE | $3,280 | $3,214+2.1% | $2,837+15.6% | $2,846+15.2% |
| Participant deferral / active EE | $6,902 | $5,741+20.2% | $4,657+48.2% | $4,805+43.6% |
| Admin fee / account holder | $111 | $132-15.7% | $7,494-98.5% | $133-16.2% |