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| Provider | Service type | Compensation |
|---|---|---|
Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 27 · EIN 26-1370698 | Advisory (Plan) | $90,146 |
Filed as: SOUTHWEST SERVICE ADMIN INC Service code 13 · EIN 86-0785790 | Contract Administrator | $73,176 |
CONNER & WINTERS2 years Filed as: CONNER & WINTERS LLC Service code 25 · EIN 73-1388566 | Directed Trustee | $68,405 |
RBC WEALTH MANAGEMENT7 years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $42,273 |
Service code 10 · EIN 81-2274769 | Accounting | $23,657 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 11.00% | 9.12%+1.9pp | 9.57%+1.4pp | 10.77%+0.2pp |
| Employer contribution / active EE | $7,582 | $14,150-46.4% | $26,706-71.6% | $15,292-50.4% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |