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| Provider | Service type | Compensation |
|---|---|---|
KATZ, SAPPER & MILLER1+ years Filed as: KATZ, SAPPER & MILLER LLP Service code 10 · EIN 35-2123203 DEPARTMENT 235 · INDIANAPOLIS, IN 46206 | Accounting | $21,123 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 15 · EIN 13-4238973 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $18,041 |
BOSE MCKINNEY & EVANS, LLP1+ years Service code 29 · EIN 35-0957980 111 MONUMENT CIRCLE SUITE 2700 · INDIANAPOLIS, IN 46240 | Legal | $14,775 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE & COMPANY Service code 10 · EIN 35-1178661 2712 SOLUTION CENTER · CHICAGO, IL 606772007 | Accounting | $9,250 |
TRUSTED ADVISOR SERVICES, LLC1+ years Service code 24 · EIN 30-4447051 204 ROSEBANK LANE · WEST LAFAYETTE, IN 47901 | Discretionary Trustee | $9,000 |
Participant 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 exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,709 | $48,364+455.6% | $71,796+274.3% | $62,881+327.3% |
| Participation rate | 97.3% | 60.6%+36.7pp | 69.1%+28.2pp | 69.3%+28.0pp |
| Annual return | 16.58% | 13.16%+3.4pp | 78.04%-61.5pp | 20.14%-3.6pp |
| Employer contribution / active EE | $12,788 | $1,042+1127.4% | $1,924+564.5% | $2,281+460.7% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,299 | $3,771-65.6% | $4,815-73.0% | $4,296-69.8% |