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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON3+ years Service code 11 · EIN 13-4215617 | Actuarial | $37,375 |
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $35,000 |
1ST SOURCE BANK2 years Filed as: 1ST SOURCE Service code 51 · EIN 35-6495542 | Investment Mgmt Fees | $28,467 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 51 · EIN 36-3145972 | Investment Mgmt Fees | $22,778 |
Filed as: STEWART C MILLER & COMPANY Service code 13 · EIN 35-1820020 | Contract Administrator | $12,300 |
MCM CPAS & ADVISORS LLP1 year Service code 10 · EIN 27-1235638 | Accounting | $11,902 |
Filed as: TIC INTERNATIONAL, INC. Service code 13 6525 CENTURION DRIVE · LANSING, MI 48917 | Contract Administrator | $7,500 |
Service code 29 205 WEST JEFFERSON BOULEVARD · SOUTH BEND, IN 46601 | Legal | $5,555 |
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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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | 6.66% | -2.83%+9.5pp | 12.68%-6.0pp | 10.56%-3.9pp |
| Employer contribution / active EE | $4,553 | $11,770-61.3% | $22,860-80.1% | $13,643-66.6% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |