Filed October 4, 2019
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| Provider | Service type | Compensation |
|---|---|---|
LUMINARY WEALTH1 year Service code 27 7910 CARNEGIE BLVD · FORT WAYNE, IN 46804 | Advisory (Plan) | $9,806 |
Filed as: PHILLIPS FINANCIAL MANAGEMENT LLC/C Service code 27 6920 POINT INVERNESS WAY · FORTWAYNE, IN 46804 | Advisory (Plan) | $5,788 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,492 | $76,696-35.5% | $96,538-48.7% | $71,529-30.8% |
| Participation rate | 97.6% | 66.6%+31.1pp | 74.3%+23.3pp | 67.9%+29.7pp |
| Annual return | 19.94% | 48.32%-28.4pp | 35.74%-15.8pp | 28.97%-9.0pp |
| Employer contribution / active EE | $2,317 | $3,032-23.6% | $3,740-38.1% | $2,590-10.5% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $143 | $2,030-92.9% | $6,737-97.9% | $1,588-91.0% |