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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY TRUSTEE SERVICES4 years Service code 21 · EIN 83-1673534 324 N BROADWAY · GREENSBURG, IN 47240 | Bank Trustee | $19,012 |
KATZ, SAPPER & MILLER7+ years Filed as: KATZ, SAPPER & MILLER LLP Service code 10 · EIN 35-2123203 800 E 96TH STREET · INDIANAPOLIS, IN 46240 | Accounting | $17,500 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 15 · EIN 13-4238973 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $12,355 |
BOSE MCKINNEY & EVANS, LLP7+ years Service code 29 · EIN 35-0957980 111 MONUMENT CIRCLE SUITE 2700 · INDIANAPOLIS, IN 46240 | Legal | $7,481 |
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 | $383,035 | $53,162+620.5% | $91,227+319.9% | $68,490+459.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | 17.10% | -3.14%+20.2pp | 114.14%-97.0pp | -7.85%+25.0pp |
| Employer contribution / active EE | $14,654 | $1,709+757.3% | $2,851+414.0% | $2,597+464.3% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16,379 | $4,493+264.5% | $5,423+202.0% | $5,403+203.2% |