See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HORIZON WEALTH MANAGEMENT Service code 27 · EIN 35-2082640 | Advisory (Plan) | $15,625 |
ANEW 401K TPA LLC2 years Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 | Recordkeeping | $2,025 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,189 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $698 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,113 | $81,474-58.1% | $133,956-74.5% | $73,488-53.6% |
| Participation rate | 60.9% | 76.4%-15.4pp | 79.8%-18.9pp | 70.7%-9.7pp |
| Annual return | 8.88% | 19.40%-10.5pp | 45.09%-36.2pp | 28.51%-19.6pp |
| Employer contribution / active EE | $760 | $2,209-65.6% | $3,919-80.6% | $2,270-66.5% |
| Participant deferral / active EE | $2,115 | $3,786-44.1% | $5,048-58.1% | $3,740-43.4% |
| Admin fee / account holder | $173 | $713-75.8% | $8,927-98.1% | $513-66.3% |