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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $31,175 |
HORNOR TOWNSEND & KENT INC4+ years Filed as: HORNOR, TOWNSEND & KENT Service code 33 · EIN 23-1706189 | Securities brokerage; Securities brok... | $0 |
SECURITIES AMERICA INC4+ years Filed as: SECURITIES AMERICA, INC. Service code 33 · EIN 11-2551174 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,096 | $45,382+50.1% | $154,110-55.8% | $75,289-9.6% |
| Participation rate | 96.4% | 65.9%+30.5pp | 83.0%+13.3pp | 72.4%+24.0pp |
| Annual return | -4.41% | -0.47%-3.9pp | 735.22%-739.6pp | -0.04%-4.4pp |
| Employer contribution / active EE | $3,621 | $1,533+136.2% | $5,298-31.6% | $2,405+50.6% |
| Participant deferral / active EE | $4,444 | $2,384+86.4% | $5,081-12.5% | $3,739+18.9% |
| Admin fee / account holder | $1 | $89-98.6% | $13,412-100.0% | $102-98.8% |