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 | $121,653 |
HORAN SECURITIES INC1 year Filed as: HORAN SECURITIES INC. Service code 27 · EIN 31-1448612 | Advisory (Plan) | $24,000 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-1202943 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3287965 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
PIMCO FUNDS1 year Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
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 | $52,285 | $81,537-35.9% | $149,721-65.1% | $69,631-24.9% |
| Participation rate | 98.8% | 86.1%+12.7pp | 87.1%+11.8pp | 70.7%+28.1pp |
| Annual return | 18.59% | 22.79%-4.2pp | 1501.67%-1483.1pp | 27571.02%-27552.4pp |
| Employer contribution / active EE | $3,434 | $3,239+6.0% | $5,444-36.9% | $2,032+69.0% |
| Participant deferral / active EE | $3,209 | $4,994-35.7% | $6,568-51.1% | $3,224-0.5% |
| Admin fee / account holder | $124 | $107+16.3% | $11,282-98.9% | $110+12.5% |