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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,473 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
HORNOR TOWNSEND & KENT INC2 years Filed as: HORNOR, TOWNSEND AND KENT, LLC Service code 49 600 DRESHER RD · TAMPA, FL 33609 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,916 | $30,437-28.0% | $56,033-60.9% | $74,459-70.6% |
| Participation rate | 49.2% | 32.9%+16.3pp | 52.5%-3.3pp | 67.2%-18.0pp |
| Annual return | 14.85% | 24.96%-10.1pp | 1711.38%-1696.5pp | 1369.70%-1354.9pp |
| Employer contribution / active EE | $549 | $610-10.1% | $1,041-47.3% | $2,626-79.1% |
| Participant deferral / active EE | $1,995 | $1,176+69.7% | $1,954+2.1% | $4,350-54.1% |
| Admin fee / account holder | $125 | $2,363-94.7% | $2,827-95.6% | $1,945-93.6% |