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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HORNOR TOWNSEND KENT INC. Service code 99 · EIN 23-1706189 600 DRESHER RD. STE C1C · HORSHAM, PA 190442204 | Other Fees | $8,297 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,376 | $58,888-48.4% | $178,499-83.0% | $73,493-58.7% |
| Participation rate | 73.6% | 66.2%+7.4pp | 81.9%-8.3pp | 70.7%+2.9pp |
| Annual return | 17.57% | 24.86%-7.3pp | 151.10%-133.5pp | 28.51%-10.9pp |
| Employer contribution / active EE | $2,020 | $2,236-9.7% | $5,011-59.7% | $2,270-11.0% |
| Participant deferral / active EE | $3,297 | $2,568+28.4% | $5,202-36.6% | $3,740-11.8% |
| Admin fee / account holder | $58 | $400-85.6% | $13,986-99.6% | $513-88.7% |