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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC4 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 26 6700 TOWER CIRCLE · FRANKLIN, TN 37067 | Advisory (Participants) | $62,135 |
NWPS4 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $28,780 |
MATRIX TRUST COMPANY4 years Service code 19 · EIN 75-3182674 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Securities Custodian | $15,001 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,117 | $55,470+302.2% | $155,556+43.4% | $74,478+199.6% |
| Participation rate | 94.8% | 61.9%+32.9pp | 78.2%+16.5pp | 67.2%+27.5pp |
| Annual return | 15.53% | 269.80%-254.3pp | 64.84%-49.3pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $12,047 | $2,267+431.5% | $4,675+157.7% | $2,626+358.7% |
| Participant deferral / active EE | $7,544 | $2,838+165.8% | $5,631+34.0% | $4,350+73.4% |
| Admin fee / account holder | $402 | $1,744-76.9% | $15,885-97.5% | $1,946-79.3% |