Filed October 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HORAN CAPITAL ADVISORS2+ years Service code 28 4990 EAST GALBRAITH ROAD · CINCINNATI, OH 45236 | Investment Management | $58,104 |
TRI-AD ACTUARIES, INC.2+ years Filed as: TRI-STATE PLAN ADMINISTRATION INC. Service code 37 · EIN 31-1214674 | Loan Processing | $25,848 |
KATZ TELLER BRANT & HILD2+ years Service code 29 · EIN 31-0794435 | Legal | $2,429 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,312 | $36,916-15.2% | $156,549-80.0% | $57,658-45.7% |
| Participation rate | 97.0% | 63.4%+33.5pp | 84.0%+13.0pp | 70.2%+26.8pp |
| Annual return | 8.33% | 12.38%-4.0pp | 32.23%-23.9pp | 5.13%+3.2pp |
| Employer contribution / active EE | $3,161 | $1,571+101.2% | $5,501-42.5% | $1,974+60.1% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $296 | $82+258.4% | $13,027-97.7% | $95+212.7% |