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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $54,775 |
MARQUETTE ASSOCIATES5+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $35,000 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 51 · EIN 36-3145972 | Investment Mgmt Fees | $25,088 |
1ST SOURCE BANK4 years Filed as: 1ST SOURCE Service code 51 · EIN 35-6495542 | Investment Mgmt Fees | $23,743 |
Service code 13 · EIN 13-2600875 | Contract Administrator | $18,000 |
MCM CPAS & ADVISORS LLP3 years Service code 10 · EIN 27-1235638 | Accounting | $11,255 |
GREGORIO MARCO1 year Filed as: GREGORIO & MARCO Service code 29 2 N. LASALLE STREET · CHICAGO, IL 60602 | Legal | $9,046 |
Service code 29 205 WEST JEFFERSON BOULEVARD · SOUTH BEND, IN 46601 | Legal | $8,525 |
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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 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 1.94% | 9.93%-8.0pp | -2.84%+4.8pp | 9.29%-7.4pp |
| Employer contribution / active EE | $11,750 | $11,565+1.6% | $33,329-64.7% | $15,168-22.5% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |