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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON9+ years Service code 11 · EIN 13-4215617 | Actuarial | $55,758 |
MARQUETTE ASSOCIATES9+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $35,000 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN STANLEY PRIME PROPERTY Service code 51 · EIN 36-3145972 | Investment Mgmt Fees | $24,684 |
CHERRY BEKAERT LLP1 year Service code 10 · EIN 56-0574444 | Accounting | $20,838 |
1ST SOURCE BANK8 years Filed as: 1ST SOURCE Service code 51 · EIN 35-6495542 | Investment Mgmt Fees | $18,780 |
Service code 13 · EIN 13-2600875 | Contract Administrator | $18,000 |
MAY OBERFELL LORBER2 years Service code 29 4100 EDISON LAKES PARKWAY · MISHAWAKA, IN 46545 | Legal | $8,385 |
GROOM LAW GROUP1 year Service code 29 1701 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20006 | Legal | $5,449 |
Filed as: KLEHR HARRISON & HARVEY Service code 29 1835 MARKET STREET #1400 · PHILADELPHIA, PA 19103 | Legal | $1,576 |
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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 | $75,644-100.0% | $106,128-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 9.16% | 7.25%+1.9pp | 5.16%+4.0pp | 8.21%+0.9pp |
| Employer contribution / active EE | $7,336 | $13,308-44.9% | $26,446-72.3% | $13,837-47.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |