Filed October 4, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 6920 POINT INVERNESS WAY · FORT WAYNE, IN 46804 | Advisory (Plan) | $6,362 |
CAPSTONE WEALTH MANAGEMENT3 years Filed as: CAPSTONE ADVISORS LLC Service code 27 7910 CARBEGUE BLVD · FORT WAYNE, IN 46804 | Advisory (Plan) | $4,589 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 15 1102 CHESTNUT HILLS PKWY, · FORT WAYNE, IN 468148728 | Recordkeeping | $1,760 |
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 | $46,321 | $69,383-33.2% | $101,275-54.3% | $73,497-37.0% |
| Participation rate | 96.9% | 68.4%+28.6pp | 75.8%+21.1pp | 70.7%+26.3pp |
| Annual return | 19.31% | 18.46%+0.9pp | 46.48%-27.2pp | 28.51%-9.2pp |
| Employer contribution / active EE | $2,518 | $2,628-4.2% | $3,660-31.2% | $2,270+10.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $66 | $704-90.6% | $5,948-98.9% | $513-87.1% |