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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 | $81,262-89.2% | $155,602-94.4% | $80,911-89.2% |
| Participation rate | 67.5% | 66.2%+1.2pp | 78.2%-10.7pp | 67.6%-0.2pp |
| Annual return | 10.35% | 33.34%-23.0pp | 64.81%-54.5pp | 35.63%-25.3pp |
| Employer contribution / active EE | $487 | $3,102-84.3% | $4,675-89.6% | $2,756-82.3% |
| Participant deferral / active EE | $1,203 | $3,451-65.1% | $5,629-78.6% | $4,297-72.0% |
| Admin fee / account holder | $66 | $7,992-99.2% | $15,923-99.6% | $6,935-99.0% |