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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $719 |
HORNOR TOWNSEND & KENT INC2+ years Service code 61 · EIN 23-1706189 600 DRESHER RD STE C2C · HORSHAM, PA 19044 | Finders' fees / placement fees | $0 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,417 | $63,905-61.8% | $74,184-67.1% | $57,658-57.7% |
| Participation rate | 41.5% | 79.8%-38.3pp | 76.6%-35.2pp | 70.2%-28.8pp |
| Annual return | 8.22% | 60.60%-52.4pp | 17.74%-9.5pp | 5.13%+3.1pp |
| Employer contribution / active EE | $453 | $1,840-75.4% | $2,370-80.9% | $1,974-77.0% |
| Participant deferral / active EE | $859 | $3,448-75.1% | $3,550-75.8% | $3,061-71.9% |
| Admin fee / account holder | $5 | $91-94.2% | $5,586-99.9% | $95-94.4% |