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| Provider | Service type | Compensation |
|---|---|---|
HOOSIER TRUST COMPANY3+ years Service code 28 55 MONUMENT CIRCLE SUITE 800 · INDIANAPOLIS, IN 46204 | Investment Management | $132,151 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $76,451 |
MCCREADY & KEENE INC.3+ years Filed as: MCCREADY & KEENE Service code 11 · EIN 35-0500670 | Actuarial | $39,833 |
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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 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 10.36% | 10.88%-0.5pp | 9.39%+1.0pp | 13.95%-3.6pp |
| Employer contribution / active EE | $449 | $18,458-97.6% | $33,466-98.7% | $16,598-97.3% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |