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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON7+ years Service code 11 · EIN 13-4215617 | Actuarial | $74,885 |
MARQUETTE ASSOCIATES7+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $35,000 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 51 · EIN 36-3145972 | Investment Mgmt Fees | $27,132 |
1ST SOURCE BANK6 years Filed as: 1ST SOURCE Service code 51 · EIN 35-6495542 | Investment Mgmt Fees | $27,000 |
Service code 13 · EIN 13-2600875 | Contract Administrator | $18,000 |
MCM CPAS & ADVISORS LLP5 years Service code 10 · EIN 27-1235638 | Accounting | $12,825 |
Service code 29 205 WEST JEFFERSON BOULEVARD · SOUTH BEND, IN 46601 | Legal | $9,848 |
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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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.2%-12.2pp | 9.9%-9.9pp |
| Annual return | -2.81% | -3.51%+0.7pp | -5.12%+2.3pp | -5.25%+2.4pp |
| Employer contribution / active EE | $7,724 | $11,313-31.7% | $31,020-75.1% | $15,161-49.1% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |