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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON1+ years Service code 11 · EIN 13-4215617 230 WEST MONROE STREET, SUITE 2150 · CHICAGO, IL 60606 | Actuarial | $35,613 |
MARQUETTE ASSOCIATES1+ years Service code 27 · EIN 36-3485298 180 NORTH LASALLE STREET, STE 3500 · CHICAGO, IN 60601 | Advisory (Plan) | $35,000 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY REAL ESTATE ADVISOR, Service code 51 · EIN 36-3145972 3424 PEACHTREE RD NE, STE 900 · ATLANTA, GA 30326 | Investment Mgmt Fees | $27,063 |
1ST SOURCE BANK1+ years Filed as: 1ST SOURCE CORPORATION Service code 51 · EIN 35-6495542 P.O. BOX 1602 · SOUTH BEND, IN 46634 | Investment Mgmt Fees | $22,357 |
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C. MILLER & CO., INC Service code 13 · EIN 35-1820020 2111 WEST LINCOLN HIGHWAY · MERRILLVILLE, IN 46410 | Contract Administrator | $19,800 |
K.B. PARRISH & CO. LLP1+ years Filed as: K.B. PARRISH & CO. Service code 10 · EIN 35-0905983 6840 EAGLE HIGHLANDS WAY · INDIANAPOLIS, IN 46254 | Accounting | $11,825 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | -1.66% | 16.85%-18.5pp | 5.44%-7.1pp | 11.88%-13.5pp |
| Employer contribution / active EE | $3,261 | $10,313-68.4% | $25,481-87.2% | $14,612-77.7% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |