Filed October 4, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $12,490 |
Filed as: PHILLIPS FINANCIAL MANAGEMENT Service code 27 6920 POINT INVERNESS WAY · FORT WAYNE, IN 46804 | Advisory (Plan) | $6,333 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,259 | $80,731-37.7% | $103,374-51.4% | $74,546-32.6% |
| Participation rate | 97.1% | 65.7%+31.4pp | 74.5%+22.6pp | 67.2%+29.9pp |
| Annual return | 15.25% | 27.56%-12.3pp | 24.89%-9.6pp | 1366.03%-1350.8pp |
| Employer contribution / active EE | $2,009 | $3,158-36.4% | $3,869-48.1% | $2,624-23.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $81 | $2,369-96.6% | $8,394-99.0% | $1,944-95.8% |