Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HORIZON INVESTMENTS, LLC1+ years Service code 27 · EIN 27-1977225 | Advisory (Plan) | $37,876 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 42-1558009 | Recordkeeping Fees | $23,449 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,754 | $72,177-10.3% | $115,038-43.7% | $59,633+8.6% |
| Participation rate | 74.7% | 72.6%+2.2pp | 81.4%-6.6pp | 68.7%+6.1pp |
| Annual return | -3.03% | 12.02%-15.1pp | 26.14%-29.2pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $645 | $2,841-77.3% | $4,608-86.0% | $2,203-70.7% |
| Participant deferral / active EE | $6,278 | $4,783+31.3% | $6,026+4.2% | $3,192+96.7% |
| Admin fee / account holder | $466 | $4,927-90.5% | $8,175-94.3% | $4,297-89.2% |