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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: THE AMERICAN LEGION NATIONAL HDQTRS Service code 14 · EIN 35-0144250 | Plan Administrator | $230,072 |
HOOSIER TRUST COMPANY4+ years Service code 28 55 MONUMENT CIRCLE SUITE 800 · INDIANAPOLIS, IN 46204 | Investment Management | $134,336 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $71,676 |
MCCREADY & KEENE INC.4+ years Filed as: MCCREADY & KEENE Service code 11 · EIN 35-0500670 | Actuarial | $52,237 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $16,015 |
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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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -1.47% | -0.95%-0.5pp | -0.67%-0.8pp | -0.69%-0.8pp |
| Employer contribution / active EE | $704 | $18,555-96.2% | $31,731-97.8% | $16,786-95.8% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |