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 |
|---|---|---|
HORAN SECURITIES INC2 years Filed as: HORAN SECURITIES INC. Service code 26 · EIN 31-1448612 | Advisory (Participants) | $18,697 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $499 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,108 | $73,102-47.9% | $123,553-69.2% | $56,289-32.3% |
| Participation rate | 81.6% | 74.3%+7.3pp | 82.3%-0.7pp | 69.9%+11.7pp |
| Annual return | -4.05% | 3.01%-7.1pp | 119.21%-123.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $2,417 | $2,977-18.8% | $4,628-47.8% | $2,111+14.5% |
| Participant deferral / active EE | $4,472 | $5,423-17.5% | $6,426-30.4% | $3,350+33.5% |
| Admin fee / account holder | $206 | $554-62.8% | $9,284-97.8% | $521-60.5% |