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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,161 |
ADP BROKER-DEALER7 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
HORNOR TOWNSEND & KENT INC4 years Filed as: HORNOR TOWNSEND AND KENT Service code 49 161 WASHINGTON STREET · CONSHOHOCKEN, PA 19428 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,769 | $81,331-89.2% | $155,534-94.4% | $80,935-89.2% |
| Participation rate | 67.5% | 66.3%+1.2pp | 78.2%-10.7pp | 67.7%-0.2pp |
| Annual return | 10.35% | 33.37%-23.0pp | 64.92%-54.6pp | 35.66%-25.3pp |
| Employer contribution / active EE | $487 | $3,105-84.3% | $4,675-89.6% | $2,757-82.3% |
| Participant deferral / active EE | $1,203 | $3,454-65.2% | $5,630-78.6% | $4,299-72.0% |
| Admin fee / account holder | $66 | $7,999-99.2% | $15,900-99.6% | $6,924-99.0% |