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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON4+ years Service code 11 · EIN 13-4215617 | Actuarial | $40,845 |
MARQUETTE ASSOCIATES4+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $35,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 51 · EIN 36-3145972 | Investment Mgmt Fees | $24,881 |
1ST SOURCE BANK3 years Filed as: 1ST SOURCE Service code 51 · EIN 35-6495542 | Investment Mgmt Fees | $23,792 |
Service code 13 · EIN 13-2600875 | Contract Administrator | $18,000 |
Service code 29 205 WEST JEFFERSON BOULEVARD · SOUTH BEND, IN 46601 | Legal | $15,882 |
MCM CPAS & ADVISORS LLP2 years Service code 10 · EIN 27-1235638 | Accounting | $15,500 |
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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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 0.31% | 12.80%-12.5pp | 29.77%-29.5pp | 13.59%-13.3pp |
| Employer contribution / active EE | $9,386 | $11,862-20.9% | $33,607-72.1% | $14,592-35.7% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |