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 INC6 years Service code 27 · EIN 31-1448612 | Advisory (Plan) | $52,760 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $8,597 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,146 | $87,465+7.6% | $122,979-23.4% | $65,306+44.2% |
| Participation rate | 99.3% | 66.0%+33.3pp | 77.2%+22.2pp | 57.7%+41.7pp |
| Annual return | 4.85% | 19.76%-14.9pp | 20.12%-15.3pp | 21.94%-17.1pp |
| Employer contribution / active EE | $2,753 | $2,156+27.7% | $3,062-10.1% | $1,967+40.0% |
| Participant deferral / active EE | $6,156 | $3,705+66.1% | $5,003+23.0% | $2,959+108.0% |
| Admin fee / account holder | $304 | $5,100-94.0% | $12,864-97.6% | $3,480-91.3% |