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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDIANA TRUST WEALTH MGMT. Service code 27 · EIN 35-1755675 | Advisory (Plan) | $31,898 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,218 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,326 | $56,540-37.5% | $185,849-81.0% | $86,821-59.3% |
| Participation rate | 28.1% | 65.5%-37.4pp | 81.7%-53.6pp | 72.3%-44.1pp |
| Annual return | 10.02% | 118.20%-108.2pp | 122.10%-112.1pp | 97.94%-87.9pp |
| Employer contribution / active EE | $284 | $1,844-84.6% | $5,169-94.5% | $2,406-88.2% |
| Participant deferral / active EE | $962 | $2,555-62.4% | $5,569-82.7% | $4,132-76.7% |
| Admin fee / account holder | $401 | $150+168.0% | $16,244-97.5% | $170+136.6% |