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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HORIZON WEALTH MANAGEMENT LLC Service code 27 222 E MARKET ST · NEW ALBANY, IN 47150 | Advisory (Plan) | $50,983 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $17,195 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,091 | $80,763-0.8% | $102,412-21.8% | $74,459+7.6% |
| Participation rate | 41.6% | 65.7%-24.1pp | 74.5%-32.9pp | 67.2%-25.6pp |
| Annual return | 13.07% | 27.57%-14.5pp | 24.94%-11.9pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,453 | $3,160-54.0% | $3,870-62.4% | $2,626-44.7% |
| Participant deferral / active EE | $3,200 | $3,862-17.1% | $5,060-36.8% | $4,350-26.4% |
| Admin fee / account holder | $710 | $2,371-70.1% | $8,388-91.5% | $1,945-63.5% |