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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.7+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $2,410 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,994 | $104,479+170.9% | $159,474+77.5% | $79,391+256.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 19.89% | 67.98%-48.1pp | 263.68%-243.8pp | 116.88%-97.0pp |
| Employer contribution / active EE | $9,829 | $3,417+187.6% | $4,831+103.5% | $2,428+304.8% |
| Participant deferral / active EE | $10,609 | $6,468+64.0% | $7,353+44.3% | $4,046+162.2% |
| Admin fee / account holder | $12 | $711-98.3% | $10,802-99.9% | $627-98.1% |