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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $55,539 |
HORNOR TOWNSEND & KENT INC3 years Filed as: HORNOR TOWNSEND & KENT Service code 33 · EIN 23-1706189 | Securities brokerage commissions and ... | $0 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
SECURITIES AMERICA INC1 year Service code 33 · EIN 11-2551174 | Securities brokerage; Securities brok... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,369 | $67,512+76.8% | $185,854-35.8% | $93,010+28.3% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 9.65% | 21.04%-11.4pp | 122.12%-112.5pp | 158.70%-149.1pp |
| Employer contribution / active EE | $4,654 | $1,783+161.0% | $5,169-10.0% | $2,705+72.0% |
| Participant deferral / active EE | $5,850 | $3,035+92.7% | $5,569+5.0% | $4,561+28.3% |
| Admin fee / account holder | $24 | $318-92.3% | $16,246-99.9% | $152-84.0% |