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| Provider | Service type | Compensation |
|---|---|---|
HORNOR TOWNSEND & KENT INC2 years Filed as: HORNOR TOWNSEND & KENT Service code 55 600 DRESCHER RD · HORSHAM, PA 19044 | Other Commissions | $6,483 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,872 |
Filed as: EMPOWER INVESTMENT ADVISORY Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,595 |
MARQUIS PENSION, LLC2 years Service code 13 | Contract Administrator | $1,896 |
MARUIS PENSION, LLC2 years 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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,402 | $59,191-75.7% | $76,767-81.2% | $56,289-74.4% |
| Participation rate | 52.4% | 75.2%-22.9pp | 77.0%-24.6pp | 69.9%-17.5pp |
| Annual return | -10.54% | 6.62%-17.2pp | 2.43%-13.0pp | -9.96%-0.6pp |
| Employer contribution / active EE | $735 | $1,759-58.2% | $2,485-70.4% | $2,111-65.2% |
| Participant deferral / active EE | $1,856 | $3,255-43.0% | $3,852-51.8% | $3,350-44.6% |
| Admin fee / account holder | $64 | $489-87.0% | $6,675-99.0% | $521-87.8% |