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| Provider | Service type | Compensation |
|---|---|---|
CHEIRON4+ years Service code 11 · EIN 13-4215617 | Actuarial | $23,760 |
STEWART C. MILLER & CO., INC.4+ years Filed as: STEWART C. MILLER & CO. Service code 14 · EIN 35-1820020 | Plan Administrator | $23,000 |
LARRY MAGARIK, ESQ4+ years Filed as: LARRY MAGARIK ESQ. Service code 20 · EIN 46-4963823 | Trustee (individual) | $20,807 |
LEGACY PROFESSIONALS LLP4+ years Service code 10 · EIN 32-0043599 | Accounting | $12,000 |
1ST SOURCE BANK4+ years Filed as: FIRST SOURCE BANK Service code 19 · EIN 35-0309575 | Securities Custodian | $11,103 |
THE SEGAL COMPANY4+ years Filed as: SEGAL BRYANT & HAMILL Service code 27 · EIN 41-1788385 | Advisory (Plan) | $7,440 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $289,682-100.0% | $94,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | - |
| Annual return | -2.07% | 43.80%-45.9pp | 16.32%-18.4pp | - |
| Employer contribution / active EE | $0 | $11,594-100.0% | $31,806-100.0% | - |
| Participant deferral / active EE | $0 | $2,039-100.0% | $211-100.0% | - |
| Admin fee / account holder | $0 | $16,563-100.0% | $0 | - |