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| Provider | Service type | Compensation |
|---|---|---|
LEGACY ADMINISTRATION2 years Service code 20 · EIN 35-2001657 8500 KEYSTONE CROSSING STE 555 · INDIANAPOLIS, IN 46240 | Trustee (individual) | $18,205 |
Filed as: ONEAMERICA Service code 64 · EIN 35-2126602 PO BOX 368 · INDIANAPOLIS, IA 46206 | Recordkeeping Fees | $14,775 |
BARNES & THORNBURG LLP1 year Filed as: BARNES & THORNBURG Service code 29 888 S. HARRISON STREET STE 600 · FT. WAYNE, IN 468022206 | Legal | $8,654 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $100,772-100.0% | $86,690-100.0% | $134,493-100.0% |
| Participation rate | 0.0% | 78.9%-78.9pp | 76.6%-76.6pp | 81.2%-81.2pp |
| Annual return | -1.46% | 29.06%-30.5pp | 35.93%-37.4pp | 418.01%-419.5pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,920-100.0% | $7,490-100.0% | $11,425-100.0% |