Filed April 29, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $121,380 |
NATIONAL BANK OF INDIANAPOLIS2+ years Filed as: THE NATIONAL BANK OF INDIANAPOLIS Service code 21 · EIN 35-1904483 | Bank Trustee | $28,521 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 7.19% | 9.55%-2.4pp | 10.16%-3.0pp | 10.41%-3.2pp |
| Employer contribution / active EE | $6,414 | $14,371-55.4% | $33,192-80.7% | $14,691-56.3% |
| Participant deferral / active EE | $0 | $6-100.0% | $66-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |