Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $30,385-27.9% | $56,054-60.9% | $74,400-70.5% |
| Participation rate | 49.2% | 32.9%+16.3pp | 52.5%-3.3pp | 67.2%-18.0pp |
| Annual return | 14.85% | 24.92%-10.1pp | 1705.95%-1691.1pp | 1367.51%-1352.7pp |
| Employer contribution / active EE | $549 | $609-9.9% | $1,039-47.2% | $2,624-79.1% |
| Participant deferral / active EE | $1,995 | $1,174+70.0% | $1,952+2.2% | $4,348-54.1% |
| Admin fee / account holder | $125 | $2,361-94.7% | $2,822-95.6% | $1,944-93.6% |