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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,327 |
Filed as: HORNOR TOWNSEND & KENT, INC Service code 55 | Other Commissions | $8,160 |
AMERICA'S 401K, INC.1 year Filed as: AMERICA'S 401(K), INC. Service code 13 8131 LBJ FREEWAY · DALLAS, TX 75251 | Contract Administrator | $3,926 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $86 |
Filed as: HORNOR TOWNSEND & KENT, LLC Service code 55 600 DRESHER RD · HORSHAM, PA 19044 | Other Commissions | $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.
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 | $13,175 | $42,810-69.2% | $169,452-92.2% | $55,725-76.4% |
| Participation rate | 31.4% | 64.7%-33.3pp | 77.8%-46.3pp | 70.9%-39.4pp |
| Annual return | -4.35% | -3.61%-0.7pp | 1.83%-6.2pp | 244.93%-249.3pp |
| Employer contribution / active EE | $782 | $1,402-44.2% | $4,157-81.2% | $2,078-62.4% |
| Participant deferral / active EE | $1,124 | $3,141-64.2% | $5,277-78.7% | $3,356-66.5% |
| Admin fee / account holder | $96 | $106-9.6% | $9,110-98.9% | $115-16.5% |