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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 PO BOX 368 · INDIANAPOLIS, IN 462060368 | Recordkeeping | $7,662 |
REA LOGAN & CO,, LLC1+ years Filed as: REA LOGAN AND CO LLC Service code 10 · EIN 26-1194602 PO BOX 1059 · MARION, IN 46952 | Accounting | $6,250 |
INSURANCE MANAGEMENT GROUP1+ years Service code 23 PO BOX 1600 · MARION, IN 46952 | Insurance services | $5,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $88,941 | $71,802+23.9% | $133,975-33.6% | $57,658+54.3% |
| Participation rate | 59.8% | 85.5%-25.7pp | 87.1%-27.3pp | 70.2%-10.4pp |
| Annual return | 3.50% | 13.51%-10.0pp | 29.29%-25.8pp | 5.13%-1.6pp |
| Employer contribution / active EE | $2,497 | $3,161-21.0% | $5,211-52.1% | $1,974+26.5% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $48 | $88-45.3% | $9,324-99.5% | $95-49.3% |