Filed September 29, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
1ST SOURCE BANK3+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $55,592 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,550 | $63,299-40.7% | $91,001-58.7% | $62,292-39.7% |
| Participation rate | 78.4% | 73.3%+5.1pp | 75.6%+2.8pp | 69.5%+8.9pp |
| Annual return | 14.89% | 20.99%-6.1pp | 4.60%+10.3pp | 28.90%-14.0pp |
| Employer contribution / active EE | $805 | $1,807-55.4% | $2,456-67.2% | $2,042-60.6% |
| Participant deferral / active EE | $2,131 | $2,943-27.6% | $3,547-39.9% | $3,169-32.8% |
| Admin fee / account holder | $228 | $468-51.3% | $5,417-95.8% | $479-52.5% |