Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
1ST SOURCE BANK10+ years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $25,033 |
KRUGGEL, LAWTON & COMPANY, LLC10+ years Filed as: KRUGGEL LAWTON & CO., LLC Service code 10 · EIN 35-1307701 | Accounting | $12,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,909 | $104,098-65.5% | $140,514-74.4% | $94,015-61.8% |
| Participation rate | 67.7% | 73.7%-6.0pp | 77.8%-10.1pp | 70.8%-3.1pp |
| Annual return | 12.89% | 15.14%-2.3pp | 14.36%-1.5pp | 17.84%-5.0pp |
| Employer contribution / active EE | $0 | $2,388-100.0% | $3,378-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,094 | $4,033-72.9% | $4,919-77.8% | $4,249-74.3% |
| Admin fee / account holder | $475 | $10,439-95.5% | $13,697-96.5% | $8,951-94.7% |