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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT HORIZONS INC.8+ years Service code 15 · EIN 76-0551734 | Recordkeeping | $1,745 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,396 | $84,482+173.9% | $125,363+84.6% | $66,930+245.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -11.92% | -8.49%-3.4pp | 572.15%-584.1pp | 1.57%-13.5pp |
| Employer contribution / active EE | $9,480 | $3,553+166.8% | $4,815+96.9% | $2,545+272.5% |
| Participant deferral / active EE | $11,462 | $6,782+69.0% | $7,447+53.9% | $4,238+170.5% |
| Admin fee / account holder | $8 | $685-98.8% | $10,005-99.9% | $593-98.7% |