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| Provider | Service type | Compensation |
|---|---|---|
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $35,000 |
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $33,420 |
Filed as: MORGAN STANLEY PRIME PROPERTY Service code 51 · EIN 36-3145972 | Investment Mgmt Fees | $24,353 |
1ST SOURCE BANK1 year Filed as: 1ST SOURCE Service code 51 · EIN 35-6495542 | Investment Mgmt Fees | $22,337 |
Filed as: STEWART C MILLER & COMPANY Service code 13 · EIN 35-1820020 | Contract Administrator | $19,800 |
K.B. PARRISH & CO. LLP1 year Filed as: K.B. PARRISH & COMPANY Service code 10 · EIN 35-0905983 | Accounting | $11,975 |
Service code 29 205 WEST JEFFERSON BOULEVARD · SOUTH BEND, IN 46601 | Legal | $7,220 |
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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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 10.36% | 22.74%-12.4pp | 16.78%-6.4pp | 13.95%-3.6pp |
| Employer contribution / active EE | $3,529 | $16,157-78.2% | $26,328-86.6% | $16,598-78.7% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |