Filed July 15, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HORIZON WEALTH MANAGEMENT LLC Service code 27 22 CALENDAR CT 2ND FL · LA GRANGE, IL 60525 | Advisory (Plan) | $8,481 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,235 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $79,511 | $40,522+96.2% | $84,637-6.1% | $67,582+17.7% |
| Participation rate | 5.9% | 51.1%-45.2pp | 68.2%-62.3pp | 71.3%-65.4pp |
| Annual return | 18.08% | 32.72%-14.6pp | 258.82%-240.7pp | 378.57%-360.5pp |
| Employer contribution / active EE | $185 | $1,146-83.9% | $2,653-93.0% | $2,148-91.4% |
| Participant deferral / active EE | $329 | $2,132-84.6% | $3,900-91.6% | $3,539-90.7% |
| Admin fee / account holder | $123 | $145-15.4% | $4,914-97.5% | $142-13.6% |