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| Provider | Service type | Compensation |
|---|---|---|
MONARCH PLAN ADVISORS1+ years Filed as: MONARCH CAPITAL MANAGEMENT, INC. Service code 28 127 WEST BERRY STREET · FORT WAYNE, IN 46802 | Investment Management | $104,349 |
NYHART1+ years Service code 11 · EIN 37-0899315 | Actuarial | $25,900 |
STURGIS BANK AND TRUST COMPANY1+ years Service code 21 113 EAST CHICAGO ROAD · STURGIS, MI 49091 | Bank Trustee | $25,126 |
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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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 9.58% | 5.68%+3.9pp | 4.74%+4.8pp | 4.56%+5.0pp |
| Employer contribution / active EE | $38,333 | $16,243+136.0% | $36,089+6.2% | $15,526+146.9% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |