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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $57,049 |
JANNEY MONTGOMERY SCOTT LLC2 years Service code 27 · EIN 23-0731260 | Advisory (Plan) | $23,816 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,953 | $45,123-22.5% | $85,240-59.0% | $74,478-53.1% |
| Participation rate | 79.7% | 49.4%+30.3pp | 67.5%+12.1pp | 67.2%+12.5pp |
| Annual return | 12.72% | 26.32%-13.6pp | 66.75%-54.0pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $2,202 | $1,459+50.9% | $2,735-19.5% | $2,626-16.2% |
| Participant deferral / active EE | $4,600 | $2,736+68.1% | $4,527+1.6% | $4,350+5.7% |
| Admin fee / account holder | $185 | $2,215-91.7% | $6,165-97.0% | $1,946-90.5% |