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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HORIZON WEALTH MANAGEMENT Service code 27 · EIN 35-2082640 | Advisory (Plan) | $19,033 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,799 |
ANEW 401K TPA LLC4 years Filed as: ANEW 401(K) TPA, LLC Service code 15 · EIN 81-1963646 P.O. BOX 43991 · LOUISVILLE, KY 40253 | Recordkeeping | $2,310 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $841 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,957 | $86,655-52.7% | $119,609-65.8% | $66,914-38.8% |
| Participation rate | 67.8% | 75.6%-7.7pp | 79.3%-11.4pp | 69.8%-2.0pp |
| Annual return | -12.61% | -8.00%-4.6pp | -14.97%+2.4pp | 1.58%-14.2pp |
| Employer contribution / active EE | $1,085 | $2,536-57.2% | $4,232-74.4% | $2,544-57.3% |
| Participant deferral / active EE | $3,205 | $4,358-26.5% | $5,602-42.8% | $4,237-24.4% |
| Admin fee / account holder | $229 | $755-69.6% | $10,323-97.8% | $593-61.4% |