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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON8+ years Service code 11 · EIN 13-4215617 | Actuarial | $41,563 |
MARQUETTE ASSOCIATES8+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $35,000 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 51 · EIN 36-3145972 | Investment Mgmt Fees | $31,189 |
1ST SOURCE BANK7 years Filed as: 1ST SOURCE Service code 51 · EIN 35-6495542 | Investment Mgmt Fees | $22,359 |
CHERRY BEKAERT LLP1 year Filed as: CHERRY BEKAERT ADVISORY LLC Service code 10 · EIN 88-2730877 | Accounting | $19,520 |
Service code 13 · EIN 13-2600875 | Contract Administrator | $18,000 |
MAY OBERFELL LORBER1 year Service code 29 4100 EDISON LAKES PARKWAY · MISHAWAKA, IN 46545 | Legal | $6,041 |
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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 | $125,690-100.0% | $182,032-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 13.4%-13.4pp | 12.4%-12.4pp |
| Annual return | -15.49% | 8.82%-24.3pp | 7.69%-23.2pp | 9.89%-25.4pp |
| Employer contribution / active EE | $11,415 | $12,837-11.1% | $28,501-59.9% | $14,313-20.2% |
| Participant deferral / active EE | $0 | $58-100.0% | $49-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $51,246-100.0% | $9,084-100.0% |