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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.6+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $2,325 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $250,425 | $99,957+150.5% | $149,745+67.2% | $73,497+240.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 9.04% | 53.87%-44.8pp | 276.72%-267.7pp | 28.51%-19.5pp |
| Employer contribution / active EE | $9,800 | $3,191+207.1% | $4,646+111.0% | $2,270+331.7% |
| Participant deferral / active EE | $10,395 | $6,073+71.2% | $6,843+51.9% | $3,740+178.0% |
| Admin fee / account holder | $14 | $551-97.5% | $9,312-99.9% | $513-97.3% |