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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3954297 110 WEST BERRY STREET · FORT WAYNE, IN 468022317 | Actuarial | $72,272 |
HARBOUR INVESTMENTS INC1 year Service code 27 · EIN 39-1571149 575 D'ONOFRIO DRIVE · MIDISON, WI 537192832 | Advisory (Plan) | $15,041 |
SECURITIES AMERICA INC1 year Filed as: SECURITIES AMERICA INC. Service code 27 · EIN 11-2551174 PO BOX 460001 · PAPILLION, NE 680460001 | Advisory (Plan) | $14,489 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: THE LINCOLN NATIONAL LIFE INSURANCE Service code 28 · EIN 35-0472300 1300 SOUTH CLINTON STREET · FORT WAYNE, IN 168012248 | Investment Management | $5,470 |
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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 | $54,332-100.0% | $115,939-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 17.7%-17.7pp | 19.3%-19.3pp | 3.6%-3.6pp |
| Annual return | 6.76% | 4.08%+2.7pp | 3.97%+2.8pp | 11.88%-5.1pp |
| Employer contribution / active EE | $16,271 | $19,692-17.4% | $28,168-42.2% | $14,612+11.4% |
| Participant deferral / active EE | $0 | $1,371-100.0% | $274-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $282-100.0% | $12,837-100.0% | $637-100.0% |