Filed March 5, 2024 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HORAN SECURITIES INC6+ years Service code 55 · EIN 31-1448612 | Other Commissions | $31,384 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,684 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,358 | $78,275-67.6% | $109,163-76.8% | $86,813-70.8% |
| Participation rate | 91.7% | 73.8%+17.8pp | 75.9%+15.8pp | 72.3%+19.4pp |
| Annual return | 12.62% | 19.14%-6.5pp | 25.75%-13.1pp | 97.93%-85.3pp |
| Employer contribution / active EE | $1,062 | $3,105-65.8% | $3,723-71.5% | $2,406-55.9% |
| Participant deferral / active EE | $3,645 | $3,641+0.1% | $4,654-21.7% | $4,131-11.8% |
| Admin fee / account holder | $40 | $198-79.8% | $6,754-99.4% | $170-76.4% |