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| Provider | Service type | Compensation |
|---|---|---|
HORNOR TOWNSEND & KENT INC1+ years Filed as: HORNOR TOWNSEND AND KENT Service code 55 600 DRESHER ROAD #CIC · HORSHAM, PA 19044 | Other Commissions | $54,252 |
CONSULTING ACTUARIAL GROUP, INC.1+ years Service code 13 · EIN 36-3392953 TWO NORTHFIELD PLAZA · NORTHFIELD, IL 60093 | Contract Administrator | $10,000 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,925 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,089 | $38,925+41.5% | $73,836-25.4% | $55,191-0.2% |
| Participation rate | 39.6% | 66.0%-26.4pp | 73.4%-33.8pp | 69.2%-29.6pp |
| Annual return | -2.11% | 6.31%-8.4pp | 2268.06%-2270.2pp | 10.78%-12.9pp |
| Employer contribution / active EE | $0 | $1,695-100.0% | $2,787-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,374 | $2,351+43.5% | $3,583-5.8% | $3,046+10.8% |
| Admin fee / account holder | $20 | $83-75.6% | $4,882-99.6% | $91-77.7% |