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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $110,539 |
Filed as: HORNOR TOWNSEND & KENT LLC Service code 55 PO BOX 822215 · PHILADELPHIA, PA 19182 | Other Commissions | $75,721 |
Service code 13 8040 EXCELSIOR DR SUITE 401 · MADISON, WI 53717 | Contract Administrator | $8,615 |
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 | $42,383 | $185,342-77.1% | $111,308-61.9% | $86,821-51.2% |
| Participation rate | 90.9% | 81.0%+9.9pp | 77.3%+13.5pp | 72.3%+18.6pp |
| Annual return | 15.08% | 500.80%-485.7pp | 54.67%-39.6pp | 97.94%-82.9pp |
| Employer contribution / active EE | $1,028 | $2,246-54.2% | $2,732-62.4% | $2,406-57.3% |
| Participant deferral / active EE | $2,865 | $4,458-35.7% | $4,487-36.1% | $4,132-30.7% |
| Admin fee / account holder | $129 | $255-49.5% | $7,965-98.4% | $170-24.0% |