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| Provider | Service type | Compensation |
|---|---|---|
STEWART C. MILLER & CO., INC.3+ years Filed as: STEWART C. MILLER & CO. Service code 14 · EIN 35-1820020 | Plan Administrator | $23,000 |
LARRY MAGARIK, ESQ3+ years Filed as: LARRY MAGARIK ESQ. Service code 20 · EIN 46-4963823 | Trustee (individual) | $21,287 |
CHEIRON3+ years Service code 11 · EIN 13-4215617 | Actuarial | $16,462 |
1ST SOURCE BANK3+ years Filed as: FIRST SOURCE BANK Service code 19 · EIN 35-0309575 | Securities Custodian | $14,861 |
LEGACY PROFESSIONALS LLP3+ years Service code 10 · EIN 32-0043599 | Accounting | $12,000 |
THE SEGAL COMPANY3+ years Filed as: SEGAL BRYANT & HAMILL Service code 27 · EIN 41-1788385 | Advisory (Plan) | $9,769 |
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 | $360,335-100.0% | $280,855-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | - |
| Annual return | 3.29% | 25.06%-21.8pp | -0.70%+4.0pp | - |
| Employer contribution / active EE | $0 | $22,783-100.0% | $28,903-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $148-100.0% | - |
| Admin fee / account holder | $0 | $10,090-100.0% | $1,852-100.0% | - |