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| Provider | Service type | Compensation |
|---|---|---|
HORNER TOWNSEND & KENT INC4 years Filed as: HORNER TOWNSEND & KENT LLC Service code 55 | Other Commissions | $15,798 |
NFP RETIREMENT INC4 years Service code 13 120 VANTIS · ALISO VIEJO, CA 926562689 | Contract Administrator | $9,379 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $1,763 |
HORNOR TOWNSEND & KENT INC4 years Filed as: HORNOR TOWNSEND & KENT LLC Service code 55 PO BOX 822215 · PHILADELPHIA, PA 191822215 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $70,418 | $122,063-42.3% | $184,256-61.8% | $74,478-5.5% |
| Participation rate | 89.8% | 85.5%+4.3pp | 86.8%+3.0pp | 67.2%+22.6pp |
| Annual return | 9.08% | 19.92%-10.8pp | 28.85%-19.8pp | 1370.56%-1361.5pp |
| Employer contribution / active EE | $1,570 | $4,539-65.4% | $6,427-75.6% | $2,626-40.2% |
| Participant deferral / active EE | $2,818 | $7,144-60.6% | $9,133-69.1% | $4,350-35.2% |
| Admin fee / account holder | $36 | $1,253-97.1% | $13,899-99.7% | $1,946-98.1% |