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| Provider | Service type | Compensation |
|---|---|---|
1ST SOURCE BANK1+ years Service code 15 100 NORTH MICHIGAN STREET · DOUTH BEND, IN 46601 | Recordkeeping | $650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,401 | $53,412-37.5% | $68,509-51.2% | $52,331-36.2% |
| Participation rate | 24.5% | 71.7%-47.2pp | 74.7%-50.3pp | 68.1%-43.6pp |
| Annual return | 2.33% | 3.42%-1.1pp | 8.27%-5.9pp | 4.54%-2.2pp |
| Employer contribution / active EE | $459 | $1,607-71.5% | $2,278-79.9% | $1,882-75.6% |
| Participant deferral / active EE | $796 | $2,688-70.4% | $3,382-76.5% | $3,022-73.7% |
| Admin fee / account holder | $14 | $461-96.9% | $5,275-99.7% | $592-97.6% |