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| Provider | Service type | Compensation |
|---|---|---|
BOSE MCKINNEY & EVANS, LLP3+ years Service code 29 · EIN 35-0957980 111 MONUMENT CIRCLE SUITE 2700 · INDIANAPOLIS, IN 46240 | Legal | $19,502 |
KATZ, SAPPER & MILLER3+ years Filed as: KATZ, SAPPER & MILLER LLP Service code 10 · EIN 35-2123203 800 E 96TH STREET · INDIANAPOLIS, IN 46240 | Accounting | $13,413 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 15 · EIN 13-4238973 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $12,234 |
TRUSTED ADVISOR SERVICES, LLC3+ years Service code 24 · EIN 30-4447051 204 ROSEBANK LANE · WEST LAFAYETTE, IN 47901 | Discretionary Trustee | $4,500 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE & COMPANY Service code 10 · EIN 35-1178661 2712 SOLUTION CENTER · CHICAGO, IL 606772007 | Accounting | $1,825 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $475,079 | $53,596+786.4% | $90,657+424.0% | $64,173+640.3% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 6.03% | 4.41%+1.6pp | 1.89%+4.1pp | 7.63%-1.6pp |
| Employer contribution / active EE | $16,426 | $1,503+993.0% | $2,532+548.8% | $2,381+589.9% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,424-100.0% | $3,470-100.0% |
| Admin fee / account holder | $20,536 | $3,868+430.9% | $4,994+311.2% | $4,887+320.2% |