Filed June 2, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HORAN SECURITIES INC2 years Filed as: HORAN SECURITIES, INC. Service code 17 8044 MONTGOMERY ROAD, SUITE 640 · CINCINNATI, OH 452362950 | Pension Consulting | $50,222 |
Filed as: TEACHERS INSURANCE & ANNUITY ASSOC. Service code 15 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $25,626 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,975 | $50,820-43.0% | $155,567-81.4% | $77,671-62.7% |
| Participation rate | 97.0% | 63.1%+33.9pp | 78.2%+18.8pp | 70.6%+26.4pp |
| Annual return | 11.29% | 34.85%-23.6pp | 64.74%-53.4pp | 31.21%-19.9pp |
| Employer contribution / active EE | $1,728 | $1,993-13.3% | $4,674-63.0% | $2,726-36.6% |
| Participant deferral / active EE | $2,471 | $2,823-12.5% | $5,628-56.1% | $4,648-46.8% |
| Admin fee / account holder | $58 | $436-86.6% | $15,916-99.6% | $430-86.5% |