Filed October 4, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $80,781-37.8% | $102,437-50.9% | $74,478-32.5% |
| Participation rate | 97.1% | 65.7%+31.4pp | 74.5%+22.6pp | 67.2%+29.9pp |
| Annual return | 15.25% | 27.58%-12.3pp | 24.95%-9.7pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $2,009 | $3,160-36.4% | $3,871-48.1% | $2,626-23.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $81 | $2,372-96.6% | $8,388-99.0% | $1,946-95.8% |