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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HORNOR TOWNSEND & KENT Service code 55 600 DRESCHER RD · HORSHAM, PA 19044 | Other Commissions | $4,301 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,178 |
Filed as: EMPOWER INVESTMENT ADVISORY Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,977 |
MARQUIS PENSION, LLC1 year Service code 13 | Contract Administrator | $1,264 |
MARUIS PENSION, LLC1 year Service code 13 107 BENNETTS FARM RD · RIDGEFIELD, CT 06877 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,710 | $64,909-78.9% | $82,312-83.3% | $62,293-78.0% |
| Participation rate | 48.9% | 74.9%-26.0pp | 76.9%-28.0pp | 69.5%-20.6pp |
| Annual return | 27.23% | 21.18%+6.1pp | 25.88%+1.4pp | 28.90%-1.7pp |
| Employer contribution / active EE | $622 | $1,676-62.9% | $2,428-74.4% | $2,042-69.6% |
| Participant deferral / active EE | $1,570 | $3,103-49.4% | $3,706-57.6% | $3,169-50.5% |
| Admin fee / account holder | $49 | $440-88.9% | $5,608-99.1% | $479-89.9% |