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| Provider | Service type | Compensation |
|---|---|---|
HORAN SECURITIES INC3 years Filed as: HORAN SECURITIES INC. Service code 26 · EIN 31-1448612 | Advisory (Participants) | $21,139 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $721 |
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 | $47,432 | $89,652-47.1% | $141,197-66.4% | $65,186-27.2% |
| Participation rate | 82.4% | 74.7%+7.7pp | 82.5%0pp | 70.2%+12.2pp |
| Annual return | 29.21% | 32.79%-3.6pp | 71.41%-42.2pp | 29.39%-0.2pp |
| Employer contribution / active EE | $2,797 | $3,065-8.7% | $4,736-41.0% | $2,177+28.5% |
| Participant deferral / active EE | $5,039 | $5,691-11.5% | $6,710-24.9% | $3,514+43.4% |
| Admin fee / account holder | $216 | $569-62.0% | $10,265-97.9% | $847-74.5% |