Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HOOSIER TRUST COMPANY5+ years Service code 28 55 MONUMENT CIRCLE SUITE 800 · INDIANAPOLIS, IN 46204 | Investment Management | $130,874 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $69,983 |
MCCREADY & KEENE INC.5+ years Filed as: MCCREADY & KEENE Service code 11 · EIN 35-0500670 | Actuarial | $38,800 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $37,630 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported the discovery of a loss from fraud or dishonesty.
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 | $69,696-100.0% | $161,646-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 6.2%-6.2pp | 15.5%-15.5pp | 13.0%-13.0pp |
| Annual return | 13.13% | 12.03%+1.1pp | 12.93%+0.2pp | 13.59%-0.5pp |
| Employer contribution / active EE | $3,214 | $19,417-83.4% | $35,210-90.9% | $14,592-78.0% |
| Participant deferral / active EE | $0 | $253-100.0% | $458-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $907-100.0% | $4,659-100.0% | $29,657-100.0% |