Filed April 7, 2026 (most recent of 6 filings on file)
Total covered: 5 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $104,225 |
HORAN SECURITIES INC1 year Filed as: HORAN SECURITIES, INC. Service code 27 · EIN 31-1448612 | Advisory (Plan) | $25,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $46,722 | $71,802-34.9% | $133,975-65.1% | $57,658-19.0% |
| Participation rate | 99.1% | 85.5%+13.6pp | 87.1%+12.0pp | 70.2%+28.8pp |
| Annual return | 9.63% | 13.51%-3.9pp | 29.29%-19.7pp | 5.13%+4.5pp |
| Employer contribution / active EE | $3,472 | $3,161+9.8% | $5,211-33.4% | $1,974+75.9% |
| Participant deferral / active EE | $2,964 | $4,606-35.7% | $6,282-52.8% | $3,061-3.2% |
| Admin fee / account holder | $122 | $88+39.0% | $9,324-98.7% | $95+29.0% |