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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HORIZON WEALTH MANAGEMENT Service code 27 · EIN 35-2082640 | Advisory (Plan) | $23,122 |
Filed as: BLUE AND COMPANY LLC Service code 10 · EIN 35-1178661 | Accounting | $20,584 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,362 |
ANEW 401K TPA LLC6 years Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 P.O. BOX 43991 · LOUISVILLE, KY 40253 | Recordkeeping | $3,321 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,032 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,321 | $88,203-58.8% | $165,100-78.0% | $74,478-51.2% |
| Participation rate | 57.0% | 73.1%-16.1pp | 78.6%-21.6pp | 67.2%-10.2pp |
| Annual return | 8.23% | 17.13%-8.9pp | 70.21%-62.0pp | 1370.56%-1362.3pp |
| Employer contribution / active EE | $929 | $2,601-64.3% | $4,348-78.6% | $2,626-64.6% |
| Participant deferral / active EE | $2,284 | $4,505-49.3% | $6,035-62.2% | $4,350-47.5% |
| Admin fee / account holder | $347 | $2,235-84.5% | $12,696-97.3% | $1,946-82.2% |