Filed October 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HORAN CAPITAL ADVISORS3+ years Service code 28 4990 EAST GALBRAITH ROAD · CINCINNATI, OH 45236 | Investment Management | $66,555 |
TRI-AD ACTUARIES, INC.3+ years Filed as: TRI-STATE PLAN ADMINISTRATION INC. Service code 37 · EIN 31-1214674 | Loan Processing | $23,814 |
KATZ TELLER BRANT & HILD3+ years Service code 29 · EIN 31-0794435 | Legal | $3,815 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $33,525 | $46,173-27.4% | $170,435-80.3% | $69,631-51.9% |
| Participation rate | 97.5% | 63.9%+33.6pp | 83.6%+13.9pp | 70.7%+26.8pp |
| Annual return | 13.06% | 21.62%-8.6pp | 205.94%-192.9pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $3,383 | $1,610+110.2% | $5,432-37.7% | $2,032+66.5% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $302 | $116+160.1% | $13,881-97.8% | $110+173.1% |