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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FREEMAN, WILL & NIEMEIER, INC. Service code 49 | Other Services | $37,446 |
Service code 99 · EIN 35-1867898 1919 W. FRANKLIN STREET · EVANSVILLE, IN 477190930 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,628 | $91,439+1.3% | $135,974-31.9% | $71,511+29.5% |
| Participation rate | 66.7% | 75.7%-9.0pp | 81.9%-15.3pp | 67.9%-1.3pp |
| Annual return | 13.45% | 29.90%-16.4pp | 68.30%-54.9pp | 28.86%-15.4pp |
| Employer contribution / active EE | $2,193 | $3,705-40.8% | $4,859-54.9% | $2,589-15.3% |
| Participant deferral / active EE | $3,836 | $7,093-45.9% | $7,760-50.6% | $4,291-10.6% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |