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| Provider | Service type | Compensation |
|---|---|---|
INDIANA LABORERS WELFARE FUND1+ years Service code 13 · EIN 35-0923209 PO BOX 1587 · TERRE HAUTE, IN 47808 | Contract Administrator | $58,520 |
SACKRIDER & COMPANY, INC.1+ years Service code 10 · EIN 35-1327464 1925 WABASH AVENUE · TERRE HAUTE, IN 47807 | Accounting | $19,063 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 11590 N MERIDIAN ST · CARMEL, IN 460324529 | Actuarial | $12,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $378 | $50,626-99.3% | $84,753-99.6% | $65,292-99.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 76.6%+23.4pp | 72.4%+27.6pp |
| Annual return | 1.91% | 5.34%-3.4pp | 22.78%-20.9pp | 11.84%-9.9pp |
| Employer contribution / active EE | $237 | $3,033-92.2% | $3,574-93.4% | $2,302-89.7% |
| Participant deferral / active EE | $0 | $3,109-100.0% | $3,712-100.0% | $3,579-100.0% |
| Admin fee / account holder | $11 | $97-88.1% | $5,333-99.8% | $57-80.0% |