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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,361 |
HORAN SECURITIES INC7 years Service code 27 · EIN 99-1684201 | Advisory (Plan) | $32,321 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,407 | $85,515-21.2% | $112,040-39.8% | $67,986-0.9% |
| Participation rate | 89.6% | 68.2%+21.4pp | 76.5%+13.1pp | 57.2%+32.4pp |
| Annual return | 16.60% | 29.68%-13.1pp | 24.52%-7.9pp | 31.67%-15.1pp |
| Employer contribution / active EE | $3,184 | $2,191+45.3% | $2,954+7.8% | $2,019+57.7% |
| Participant deferral / active EE | $6,867 | $4,014+71.1% | $5,098+34.7% | $3,358+104.5% |
| Admin fee / account holder | $312 | $3,774-91.7% | $12,098-97.4% | $3,203-90.3% |