Filed June 17, 2022
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| Provider | Service type | Compensation |
|---|---|---|
HORNOR TOWNSEND & KENT INC3+ years Service code 55 600 DRESHER RD # C1C · HORSHAM, PA 19044 | Other Commissions | $47,636 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,164 |
NOVA 401(K) ASSOCIATES3+ years Service code 13 10777 NORTHWEST FREEWAY · HOUSTON, TX 77092 | Contract Administrator | $20,729 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 | Investment Management | $17,015 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,137 | $25,165-35.9% | $73,545-78.1% | $77,958-79.3% |
| Participation rate | 7.7% | 36.6%-28.9pp | 54.9%-47.3pp | 71.6%-64.0pp |
| Annual return | 12.95% | 18.12%-5.2pp | -15.16%+28.1pp | 20.87%-7.9pp |
| Employer contribution / active EE | $58 | $395-85.2% | $1,219-95.2% | $2,310-97.5% |
| Participant deferral / active EE | $427 | $898-52.4% | $1,806-76.3% | $3,537-87.9% |
| Admin fee / account holder | $47 | $76-38.5% | $2,320-98.0% | $97-52.2% |