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| Provider | Service type | Compensation |
|---|---|---|
HORNOR TOWNSEND & KENT INC3 years Filed as: HORNOR TOWNSEND & KENT Service code 55 600 DRESCHER RD · HORSHAM, PA 19044 | Other Commissions | $9,196 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,061 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,013 |
MARQUIS PENSION, LLC3 years Service code 13 | Contract Administrator | $2,696 |
MARUIS PENSION, LLC3 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.
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,219 | $73,404-69.7% | $87,104-74.5% | $67,579-67.1% |
| Participation rate | 49.6% | 80.9%-31.2pp | 76.9%-27.2pp | 71.3%-21.6pp |
| Annual return | 40.06% | 48.29%-8.2pp | 28.19%+11.9pp | 378.56%-338.5pp |
| Employer contribution / active EE | $687 | $2,014-65.9% | $2,521-72.8% | $2,148-68.0% |
| Participant deferral / active EE | $1,739 | $3,913-55.6% | $4,048-57.1% | $3,539-50.9% |
| Admin fee / account holder | $75 | $142-46.9% | $7,491-99.0% | $142-47.2% |