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| Provider | Service type | Compensation |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON TRUST & INVESTMENT MGMT Service code 26 · EIN 35-1076581 | Advisory (Participants) | $31,216 |
Filed as: PAUL T. BERKOWITZ & ASSOCIATES Service code 29 · EIN 36-3780998 | Legal | $12,706 |
BPAS1 year Filed as: BPAS, LLC Service code 64 · EIN 16-1616474 | Recordkeeping Fees | $12,400 |
BANSLEY AND KIENER, LLP1 year Filed as: BANSLEY & KIENER, LLP Service code 10 · EIN 36-2152389 | Accounting | $9,550 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,869 | $43,423-58.8% | $78,676-77.3% | $55,167-67.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 4.61% | 11.53%-6.9pp | 62.19%-57.6pp | 169.23%-164.6pp |
| Employer contribution / active EE | $7,410 | $1,997+271.1% | $2,850+160.0% | $1,963+277.6% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $187 | $416-55.0% | $4,510-95.8% | $504-62.8% |