Filed October 29, 2008 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
1ST SOURCE BANK4+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $10,608 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value 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 | $813,018 | $66,650+1119.8% | $92,916+775.0% | $67,584+1103.0% |
| Participation rate | 81.3% | 72.5%+8.8pp | 76.0%+5.3pp | 71.3%+10.0pp |
| Annual return | 26.61% | 92.64%-66.0pp | 109.45%-82.8pp | 378.59%-352.0pp |
| Employer contribution / active EE | $6,324 | $2,777+127.8% | $3,654+73.1% | $2,148+194.4% |
| Participant deferral / active EE | $5,113 | $3,160+61.8% | $4,238+20.6% | $3,540+44.4% |
| Admin fee / account holder | $26 | $199-86.7% | $5,796-99.5% | $142-81.4% |