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| Provider | Service type | Compensation |
|---|---|---|
HORAN CAPITAL ADVISORS3 years Filed as: HORAN CAPTIAL ADVISORS LLC Service code 27 · EIN 27-1658127 | Advisory (Plan) | $46,462 |
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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 | $0 | $317,036-100.0% | $204,001-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.4%-9.4pp | 13.0%-13.0pp |
| Annual return | 17.90% | 13.23%+4.7pp | -100.31%+118.2pp | 13.59%+4.3pp |
| Employer contribution / active EE | $4,495 | $9,675-53.5% | $18,686-75.9% | $14,592-69.2% |
| Participant deferral / active EE | $0 | $308-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $29,657-100.0% | $1,604-100.0% | $29,657-100.0% |