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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 | $44,984-22.3% | $85,009-58.9% | $74,546-53.1% |
| Participation rate | 79.7% | 49.4%+30.3pp | 67.5%+12.2pp | 67.2%+12.5pp |
| Annual return | 12.72% | 26.25%-13.5pp | 66.47%-53.8pp | 1366.03%-1353.3pp |
| Employer contribution / active EE | $2,202 | $1,458+51.0% | $2,728-19.3% | $2,624-16.1% |
| Participant deferral / active EE | $4,600 | $2,733+68.3% | $4,522+1.7% | $4,347+5.8% |
| Admin fee / account holder | $185 | $2,208-91.6% | $6,153-97.0% | $1,944-90.5% |