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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 3815 RIVER CROSSING PARKWAY, ST 200 · INDIANAPOLIS, IN 46240 | Investment Management | $362,938 |
KATZ, SAPPER & MILLER1 year Filed as: KATZ SAPPER & MILLER Service code 10 · EIN 35-1090346 | Accounting | $40,500 |
PARAMOUNT HEALTH9+ years Service code 10 · EIN 48-4748860 | Accounting | $36,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $29,618 |
BENESYS, INC.9+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $28,868 |
ASCENSUS LLC1 year Filed as: LEDBETTER PARISI, LLC Service code 29 · EIN 03-0599899 | Legal | $22,800 |
Service code 16 3700 KOPPERS ST STE 400 · BALTIMORE, MD 21227 | Consulting | $9,633 |
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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 | $13,363-100.0% | $7,193,366-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.7%-16.7pp | 2.2%-2.2pp |
| Annual return | 12.75% | 10.13%+2.6pp | 78.53%-65.8pp | 9.11%+3.6pp |
| Employer contribution / active EE | $6,686 | $13,162-49.2% | $31,607-78.8% | $12,231-45.3% |
| Participant deferral / active EE | $0 | $1,581-100.0% | $101-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $75,389-100.0% | $125-100.0% |