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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS10+ years Filed as: MONARCH CAPITAL MANAGEMENT, INC. Service code 28 127 WEST BERRY STREET · FORT WAYNE, IN 46802 | Investment Management | $166,282 |
STURGIS BANK AND TRUST COMPANY10+ years Service code 21 113 EAST CHICAGO ROAD · STURGIS, MI 49091 | Bank Trustee | $57,418 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 11 · EIN 82-3719843 | Actuarial | $49,130 |
CROWE LLP8 years Service code 10 · EIN 35-0921680 | Accounting | $26,513 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $396,305-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 10.4%-10.4pp |
| Annual return | 10.35% | 9.12%+1.2pp | 78.99%-68.6pp | 9.31%+1.0pp |
| Employer contribution / active EE | $0 | $6,627-100.0% | $29,717-100.0% | $13,179-100.0% |
| Participant deferral / active EE | $0 | $58-100.0% | $224-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $3,725-100.0% | $4,785-100.0% |