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| Provider | Service type | Compensation |
|---|---|---|
HORAN CAPITAL ADVISORS4 years Filed as: HORAN CAPTIAL ADVISORS LLC Service code 27 · EIN 27-1658127 | Advisory (Plan) | $48,003 |
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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 | $198,586-100.0% | $2,066,441-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 13.5%-13.5pp |
| Annual return | 8.48% | 10.61%-2.1pp | 10.57%-2.1pp | 9.29%-0.8pp |
| Employer contribution / active EE | $6,061 | $9,838-38.4% | $18,335-66.9% | $15,168-60.0% |
| Participant deferral / active EE | $0 | $3-100.0% | $5-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $8,713-100.0% | $2,037-100.0% |