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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $51,256 |
HORNOR TOWNSEND & KENT INC4 years Filed as: HORNOR TOWNSEND & KENT Service code 33 · EIN 23-1706189 | Securities brokerage commissions and ... | $0 |
SECURITIES AMERICA INC2 years Service code 33 · EIN 11-2551174 | Securities brokerage commissions and ... | $0 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,964 | $45,000+137.7% | $143,801-25.6% | $77,906+37.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 80.3%+19.7pp | 73.7%+26.3pp |
| Annual return | -11.94% | 29.03%-41.0pp | -0.04%-11.9pp | 12.16%-24.1pp |
| Employer contribution / active EE | $4,323 | $1,870+131.3% | $4,952-12.7% | $2,846+51.9% |
| Participant deferral / active EE | $6,520 | $3,157+106.6% | $5,639+15.6% | $4,805+35.7% |
| Admin fee / account holder | $36 | $98-63.6% | $14,680-99.8% | $133-73.0% |