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| Provider | Service type | Compensation |
|---|---|---|
HORNOR TOWNSEND & KENT INC4 years Filed as: HORNOR TOWNSEND & KENT Service code 55 600 DRESCHER RD · HORSHAM, PA 19044 | Other Commissions | $9,093 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,812 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,226 |
MARQUIS PENSION, LLC4 years Service code 13 107 BENNETTS FARM RD · RIDGEFIELD, CT 06877 | Contract Administrator | $3,609 |
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.
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 | $31,394 | $79,519-60.5% | $95,960-67.3% | $73,412-57.2% |
| Participation rate | 47.7% | 81.2%-33.4pp | 77.1%-29.4pp | 72.2%-24.4pp |
| Annual return | 16.87% | 19.20%-2.3pp | 91.63%-74.8pp | 59.30%-42.4pp |
| Employer contribution / active EE | $810 | $2,048-60.4% | $2,541-68.1% | $2,234-63.7% |
| Participant deferral / active EE | $2,085 | $4,138-49.6% | $4,167-49.9% | $3,806-45.2% |
| Admin fee / account holder | $103 | $184-44.0% | $6,797-98.5% | $158-34.6% |