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| Provider | Service type | Compensation |
|---|---|---|
HORIZON INVESTMENTS, LLC2+ years Service code 27 · EIN 27-1977225 | Advisory (Plan) | $35,691 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 42-1558009 | Recordkeeping Fees | $26,105 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,454 | $225,135-70.0% | $123,894-45.6% | - |
| Participation rate | 75.8% | 69.5%+6.2pp | 81.4%-5.7pp | - |
| Annual return | 3.74% | 8.01%-4.3pp | 47.52%-43.8pp | - |
| Employer contribution / active EE | $703 | $2,580-72.7% | $4,617-84.8% | - |
| Participant deferral / active EE | $6,310 | $4,315+46.3% | $5,984+5.5% | - |
| Admin fee / account holder | $499 | $19,833-97.5% | $8,357-94.0% | - |