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| Provider | Service type | Compensation |
|---|---|---|
HORNOR TOWNSEND & KENT INC2+ years Filed as: HORNOR TOWNSEND & KENT LLC Service code 55 600 DRESHER RD # CIC · HORSHAM, PA 19044 | Other Commissions | $5,890 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 27 4860 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $846 |
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $794 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD STREET · GREENWOOD VILLAGE, CO 80111 | Investment Management | $54 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,207 | $64,286-82.6% | $90,965-87.7% | $73,412-84.7% |
| Participation rate | 9.6% | 63.6%-54.0pp | 69.0%-59.4pp | 72.2%-62.6pp |
| Annual return | 43.64% | 21.46%+22.2pp | 134.57%-90.9pp | 59.30%-15.7pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $722 | $2,453-70.6% | $3,373-78.6% | $3,806-81.0% |
| Admin fee / account holder | $63 | $287-78.1% | $5,960-98.9% | $158-60.3% |