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| Provider | Service type | Compensation |
|---|---|---|
STEWART C. MILLER & CO., INC.2+ years Filed as: STEWART C. MILLER & CO. Service code 14 · EIN 35-1820020 | Plan Administrator | $23,064 |
LARRY MAGARIK, ESQ2+ years Filed as: LARRY MAGARIK ESQ. Service code 20 · EIN 46-4963823 | Trustee (individual) | $21,511 |
1ST SOURCE BANK2+ years Filed as: FIRST SOURCE BANK Service code 19 · EIN 35-0309575 | Securities Custodian | $15,371 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $12,000 |
THE SEGAL COMPANY2+ years Filed as: SEGAL BRYANT & HAMILL Service code 27 · EIN 41-1788385 | Advisory (Plan) | $11,234 |
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $9,272 |
ASHER, GITTLER & D'ALBA, LTD.2+ years Filed as: ASHER GITTLER & D'ALBA, LTD Service code 29 · EIN 36-2786883 | Legal | $6,173 |
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 | $85,985-100.0% | $85,985-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 19.2%-19.2pp | 45.9%-45.9pp |
| Annual return | 2.87% | 15.47%-12.6pp | 14.20%-11.3pp | 10.21%-7.3pp |
| Employer contribution / active EE | $0 | $36,160-100.0% | $27,968-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $606-100.0% | $576-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $6,028-100.0% | $6,028-100.0% | $13,518-100.0% |