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) | $9,194 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,096 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,080 | $39,948+133.0% | $89,435+4.1% | $73,412+26.8% |
| Participation rate | 6.4% | 50.4%-44.0pp | 68.0%-61.5pp | 72.2%-65.7pp |
| Annual return | 13.95% | 50.12%-36.2pp | 245.55%-231.6pp | 59.30%-45.3pp |
| Employer contribution / active EE | $241 | $1,200-79.9% | $2,587-90.7% | $2,234-89.2% |
| Participant deferral / active EE | $409 | $2,193-81.4% | $3,890-89.5% | $3,806-89.3% |
| Admin fee / account holder | $129 | $134-4.2% | $4,884-97.4% | $158-18.5% |