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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.1+ years Filed as: RETIREMENT HORIZONS, INC. Service code 15 · EIN 76-0551734 | Recordkeeping | $13,175 |
Filed as: AKIN, DOHERTY, KLEIN & FEUGE, PC Service code 10 · EIN 74-2606559 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,470 | $39,245+23.5% | $64,105-24.4% | $52,331-7.4% |
| Participation rate | 51.9% | 58.2%-6.3pp | 68.2%-16.3pp | 68.1%-16.2pp |
| Annual return | -0.61% | 14.79%-15.4pp | 791.24%-791.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $127 | $736-82.7% | $1,820-93.0% | $1,882-93.2% |
| Participant deferral / active EE | $1,533 | $1,992-23.0% | $2,822-45.7% | $3,022-49.3% |
| Admin fee / account holder | $226 | $592-61.8% | $4,499-95.0% | $592-61.8% |