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| Provider | Service type | Compensation |
|---|---|---|
HORNOR TOWNSEND & KENT INC3+ years Filed as: HORNOR TOWNSEND AND KENT Service code 55 600 DRESSHER ROAD · HORSHAM, CA 19044 | Other Commissions | $47,396 |
CONSULTING ACTUARIAL GROUP, INC.3+ years Service code 13 · EIN 36-3392953 | Contract Administrator | $10,000 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,788 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,016 |
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.
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 | $71,923 | $46,100+56.0% | $86,582-16.9% | $69,631+3.3% |
| Participation rate | 32.5% | 67.2%-34.7pp | 73.5%-41.1pp | 70.7%-38.2pp |
| Annual return | 14.03% | 21.02%-7.0pp | 965.08%-951.1pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $2,839-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $3,210 | $2,432+32.0% | $3,609-11.0% | $3,224-0.4% |
| Admin fee / account holder | $26 | $94-72.2% | $4,904-99.5% | $110-76.4% |