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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 31-1051736 | Bank Trustee | $84,852 |
HOOSIER TRUST COMPANY2+ years Service code 28 55 MONUMENT CIRCLE SUITE 800 · INDIANAPOLIS, IN 46204 | Investment Management | $76,471 |
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY & KEENE Service code 11 · EIN 35-0500670 | Actuarial | $56,001 |
CROWE LLP1 year Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $16,362 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 1.65% | 4.08%-2.4pp | 3.97%-2.3pp | 11.88%-10.2pp |
| Employer contribution / active EE | $227 | $19,692-98.8% | $28,168-99.2% | $14,612-98.4% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |