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| Provider | Service type | Compensation |
|---|---|---|
JANNEY MONTGOMERY SCOTT LLC3 years Filed as: JANNEY MONTGOMERY SCOTT, LLC Service code 26 6700 TOWER CIRCLE · FRANKLIN, TN 37067 | Advisory (Participants) | $59,715 |
NWPS3 years Service code 15 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98106 | Recordkeeping | $25,929 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 2800 NORTH CENTRAL AVENUE · PHOENIX, AZ 85004 | Securities Custodian | $18,621 |
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 | $193,237 | $61,391+214.8% | $149,723+29.1% | $71,529+170.2% |
| Participation rate | 92.3% | 62.5%+29.8pp | 78.8%+13.5pp | 67.9%+24.3pp |
| Annual return | 17.50% | 35.88%-18.4pp | 134.50%-117.0pp | 28.97%-11.5pp |
| Employer contribution / active EE | $13,380 | $2,384+461.4% | $4,821+177.5% | $2,590+416.7% |
| Participant deferral / active EE | $7,135 | $2,921+144.3% | $5,682+25.6% | $4,291+66.3% |
| Admin fee / account holder | $362 | $1,264-71.3% | $13,215-97.3% | $1,588-77.2% |