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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 3815 RIVER CROSSING PARKWAY, ST 200 · INDIANAPOLIS, IN 46240 | Investment Management | $395,237 |
PARAMOUNT HEALTH10+ years Service code 10 · EIN 48-4748860 | Accounting | $37,270 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $33,701 |
PILE CPAS1 year Service code 10 · EIN 35-0865680 ONE INDIANA SQUARE, SUITE 1200 · INDIANAPOLIS, IN 46204 | Accounting | $33,000 |
Service code 16 3700 KOPPERS ST STE 400 · BALTIMORE, MD 21227 | Consulting | $28,495 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $25,100 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARTNERS, LLC Service code 29 · EIN 03-0599899 | Legal | $10,267 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 8.61% | 9.32%-0.7pp | 10.53%-1.9pp | 9.30%-0.7pp |
| Employer contribution / active EE | $5,881 | $14,511-59.5% | $26,797-78.1% | $12,551-53.1% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |