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| Provider | Service type | Compensation |
|---|---|---|
HOOSIER TRUST COMPANY6+ years Service code 28 55 MONUMENT CIRCLE SUITE 800 · INDIANAPOLIS, IN 46204 | Investment Management | $124,426 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $76,049 |
MCCREADY & KEENE INC.6+ years Filed as: MCCREADY & KEENE Service code 11 · EIN 35-0500670 | Actuarial | $33,440 |
CROWE LLP3 years Service code 10 · EIN 35-0921680 | Accounting | $22,480 |
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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 | $71,919-100.0% | $247,190-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 5.2%-5.2pp | 15.2%-15.2pp | 13.5%-13.5pp |
| Annual return | 11.54% | 8.57%+3.0pp | 7.87%+3.7pp | 9.29%+2.3pp |
| Employer contribution / active EE | $3,392 | $19,481-82.6% | $31,784-89.3% | $15,168-77.6% |
| Participant deferral / active EE | $0 | $290-100.0% | $241-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $934-100.0% | $240,514-100.0% | $2,037-100.0% |