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| Provider | Service type | Compensation |
|---|---|---|
MCCREADY & KEENE INC.1 year Filed as: MCCREADY & KEENE Service code 10 7941 CASTLEWAY DRIVE · INDIANAPOLIS, IN 46247 | Accounting | $10,766 |
JOHNSON BANK1 year Filed as: JOHNSON INVESTMENT COUNSEL INC. Service code 15 · EIN 31-1801770 3777 WEST FORK ROAD · CINCINNATI, OH 45247 | Recordkeeping | $1,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,753 | $60,349-90.5% | $74,184-92.2% | $62,881-90.9% |
| Participation rate | 67.1% | 72.7%-5.6pp | 76.6%-9.5pp | 69.3%-2.2pp |
| Annual return | 10.99% | 21.38%-10.4pp | 17.74%-6.7pp | 20.14%-9.2pp |
| Employer contribution / active EE | $526 | $1,680-68.7% | $2,370-77.8% | $2,281-76.9% |
| Participant deferral / active EE | $1,068 | $2,856-62.6% | $3,550-69.9% | $3,203-66.7% |
| Admin fee / account holder | $136 | $4,261-96.8% | $5,586-97.6% | $4,296-96.8% |