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| Provider | Service type | Compensation |
|---|---|---|
STEWART C. MILLER & CO., INC.1+ years Filed as: STEWART C. MILLER & CO. Service code 14 · EIN 35-1820020 | Plan Administrator | $23,272 |
LARRY MAGARIK, ESQ1+ years Filed as: LARRY MAGARIK ESQ. Service code 20 · EIN 46-4963823 | Trustee (individual) | $21,193 |
1ST SOURCE BANK1+ years Filed as: FIRST SOURCE BANK Service code 19 · EIN 35-0309575 | Securities Custodian | $16,949 |
THE SEGAL COMPANY1+ years Filed as: SEGAL BRYANT & HAMILL Service code 27 · EIN 41-1788385 | Advisory (Plan) | $12,316 |
LEGACY PROFESSIONALS LLP1+ years Service code 10 · EIN 32-0043599 | Accounting | $12,000 |
CHEIRON1+ years Service code 11 · EIN 13-4215617 | Actuarial | $9,758 |
ASHER, GITTLER & D'ALBA, LTD.1+ years Filed as: ASHER GITTLER & D'ALBA, LTD Service code 29 · EIN 36-2786883 | Legal | $7,226 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $442,730-100.0% | $442,730-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 12.5%-12.5pp | 45.6%-45.6pp |
| Annual return | -1.74% | 4.44%-6.2pp | 4.72%-6.5pp | 4.16%-5.9pp |
| Employer contribution / active EE | $0 | $41,495-100.0% | $30,821-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $16-100.0% | $113-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $2,146-100.0% | $2,146-100.0% | $21,465-100.0% |