Filed January 20, 1999
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROCOURSE FIDUCIARY ADVISORS Service code 99 · EIN 45-5291215 571 MONON TRAIL, SUITE 400 · CARMEL, IN 46032 | Other Fees | $17,331 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 · EIN 35-2091834 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Other Services | $4,141 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,143 | $62,166+14.4% | $81,353-12.6% | $74,459-4.5% |
| Participation rate | 34.5% | 64.1%-29.5pp | 69.5%-35.0pp | 67.2%-32.7pp |
| Annual return | 11.61% | 16.50%-4.9pp | 24.82%-13.2pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $1,195 | $1,881-36.5% | $2,464-51.5% | $2,626-54.5% |
| Participant deferral / active EE | $2,661 | $3,223-17.4% | $3,885-31.5% | $4,350-38.8% |
| Admin fee / account holder | $35 | $1,925-98.2% | $5,766-99.4% | $1,945-98.2% |