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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDIANA TRUST WEALTH MGMT. Service code 13 · EIN 35-1755675 | Contract Administrator | $19,184 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,349 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,357 | $52,293-41.9% | $178,503-83.0% | $73,412-58.6% |
| Participation rate | 29.0% | 65.3%-36.4pp | 81.9%-53.0pp | 72.2%-43.2pp |
| Annual return | 14.34% | 34.75%-20.4pp | 151.12%-136.8pp | 59.30%-45.0pp |
| Employer contribution / active EE | $152 | $1,736-91.2% | $5,011-97.0% | $2,234-93.2% |
| Participant deferral / active EE | $837 | $2,333-64.1% | $5,202-83.9% | $3,806-78.0% |
| Admin fee / account holder | $186 | $127+46.0% | $13,987-98.7% | $158+17.8% |