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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRUGGEL LAWTON CPA Service code 10 317 W FRANKLIN ST · ELKHART, IN 46516 | Accounting | $11,500 |
EVERENCE TRUST COMPANY1 year Filed as: EVERENCE TRUST CO. Service code 27 1110 N MAIN ST APARTMENT · GOSHEN, IN 46528 | Advisory (Plan) | $11,499 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,964 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,600 | $55,437-25.0% | $155,534-73.3% | $74,459-44.1% |
| Participation rate | 98.0% | 61.9%+36.1pp | 78.2%+19.8pp | 67.2%+30.8pp |
| Annual return | 16.99% | 269.58%-252.6pp | 64.92%-47.9pp | 1369.70%-1352.7pp |
| Employer contribution / active EE | $2,942 | $2,266+29.8% | $4,675-37.1% | $2,626+12.0% |
| Participant deferral / active EE | $3,019 | $2,837+6.4% | $5,630-46.4% | $4,350-30.6% |
| Admin fee / account holder | $204 | $1,742-88.3% | $15,900-98.7% | $1,945-89.5% |