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| Provider | Service type | Compensation |
|---|---|---|
HOOSIER TRUST COMPANY2 years Service code 28 55 MONUMENT CIRCLE SUITE 800 · INDIANAPOLIS, IN 46204 | Investment Management | $21,816 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $10,485 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $151,098-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.3%-16.3pp | 3.6%-3.6pp |
| Annual return | 9.81% | 13.92%-4.1pp | 11.31%-1.5pp | 11.84%-2.0pp |
| Employer contribution / active EE | $5,493 | $18,856-70.9% | $35,729-84.6% | $17,339-68.3% |
| Participant deferral / active EE | $0 | $2,000-100.0% | $237-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $20,124-100.0% | $409-100.0% |