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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STOUT RISIUS ROSS, LLC Service code 27 · EIN 87-3592543 | Advisory (Plan) | $65,912 |
GROOM LAW GROUP2 years Service code 29 · EIN 52-1219029 | Legal | $56,324 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $46,810 |
MARQUETTE ASSOCIATES10+ years Service code 28 · EIN 36-3485298 | Investment Management | $35,000 |
Filed as: TIC MIDWEST, LLC Service code 10 · EIN 93-4217445 | Accounting | $30,087 |
CHERRY BEKAERT LLP2 years Service code 10 · EIN 56-0574444 | Accounting | $21,630 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 28 · EIN 36-3145972 | Investment Management | $20,922 |
1ST SOURCE BANK9 years Filed as: 1ST SOURCE Service code 19 · EIN 35-6495542 | Securities Custodian | $18,010 |
MAY OBERFELL LORBER3 years Service code 29 · EIN 35-0914880 | Legal | $8,753 |
Filed as: MADDIN HAUSER Service code 29 · EIN 38-3024220 | Legal | $5,135 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $79,278-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 11.2%-11.2pp |
| Annual return | 6.53% | 7.39%-0.9pp | 0.87%+5.7pp | 9.01%-2.5pp |
| Employer contribution / active EE | $5,540 | $21,308-74.0% | $17,293-68.0% | $12,866-56.9% |
| Participant deferral / active EE | $0 | $0 | $0 | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $20-100.0% | $4,785-100.0% |