Filed October 6, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HORAN CAPITAL ADVISORS4+ years Service code 28 4990 EAST GALBRAITH ROAD · CINCINNATI, OH 45236 | Investment Management | $67,251 |
TRI-AD ACTUARIES, INC.4+ years Filed as: TRI-STATE PLAN ADMINISTRATION INC. Service code 37 · EIN 31-1214674 | Loan Processing | $23,452 |
US BANK1 year Service code 28 1555 N. RIVERCENTER DRIVE · MILWAUKEE, WI 53212 | Investment Management | $5,205 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,065 | $37,196-19.2% | $154,108-80.5% | $55,725-46.0% |
| Participation rate | 97.3% | 64.1%+33.2pp | 83.0%+14.3pp | 70.9%+26.5pp |
| Annual return | -7.48% | 1319.68%-1327.2pp | 735.21%-742.7pp | 244.93%-252.4pp |
| Employer contribution / active EE | $2,773 | $1,614+71.8% | $5,298-47.7% | $2,078+33.4% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $269 | $102+164.9% | $13,411-98.0% | $115+133.7% |