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| Provider | Service type | Compensation |
|---|---|---|
HORNOR TOWNSEND & KENT INC4+ years Filed as: HORNOR TOWNSEND AND KENT Service code 55 600 DRESSHER ROAD · HORSHAM, CA 19044 | Other Commissions | $55,760 |
CONSULTING ACTUARIAL GROUP, INC.4+ years Service code 13 · EIN 36-3392953 | Contract Administrator | $10,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,681 |
Filed as: GREAT WEST LIFE AND ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $3,589 |
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.
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 | $68,134 | $43,999+54.9% | $79,466-14.3% | $55,725+22.3% |
| Participation rate | 42.9% | 66.9%-24.1pp | 73.3%-30.5pp | 70.9%-28.0pp |
| Annual return | -3.58% | 1.81%-5.4pp | 718.28%-721.9pp | 244.93%-248.5pp |
| Employer contribution / active EE | $0 | $1,830-100.0% | $2,800-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $4,052 | $2,538+59.6% | $3,704+9.4% | $3,356+20.7% |
| Admin fee / account holder | $30 | $118-74.3% | $5,104-99.4% | $115-73.7% |