See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $64,846 |
Service code 14 · EIN 13-2600875 11590 N MERIDIAN STREET, SUITE 600 · CARMEL, IN 46032 | Plan Administrator | $52,074 |
Filed as: ANDERS MINKLER HUBER HELM LLP Service code 10 · EIN 43-0831507 | Accounting | $22,235 |
Service code 28 3601 HOBSON RD · FORT WAYNE, IN 46815 | Investment Management | $6,034 |
Filed as: NYLIFE SECURITIES, LLC Service code 27 · EIN 13-2649692 3 CITYPLACE DR, SUITE 690 · CREVE COEUR, MO 63141 | Advisory (Plan) | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,890 | $58,778-61.1% | $129,207-82.3% | $77,643-70.5% |
| Participation rate | 100.0% | 59.2%+40.8pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 9.48% | 24.73%-15.3pp | 9417.33%-9407.8pp | 31.24%-21.8pp |
| Employer contribution / active EE | $2,933 | $1,952+50.3% | $4,153-29.4% | $2,726+7.6% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $4,168-100.0% | $4,647-100.0% |
| Admin fee / account holder | $175 | $589-70.3% | $7,715-97.7% | $430-59.3% |