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| Provider | Service type | Compensation |
|---|---|---|
1ST SOURCE BANK10+ years Service code 15 · EIN 35-6495542 | Recordkeeping | $48,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,738 | $59,417-48.3% | $93,606-67.2% | $74,495-58.7% |
| Participation rate | 68.0% | 59.7%+8.3pp | 68.7%-0.7pp | 67.2%+0.8pp |
| Annual return | 12.12% | 81.83%-69.7pp | 133.20%-121.1pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1 | $1,264-100.0% | $2,420-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,451 | $3,050-19.6% | $4,411-44.4% | $4,346-43.6% |
| Admin fee / account holder | $234 | $3,021-92.3% | $8,285-97.2% | $1,942-88.0% |