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| Provider | Service type | Compensation |
|---|---|---|
INDIANA LABORERS WELFARE FUND2+ years Service code 13 · EIN 35-0923209 PO BOX 1587 · TERRE HAUTE, IN 47808 | Contract Administrator | $68,976 |
SACKRIDER & COMPANY, INC.2+ years Service code 10 · EIN 35-1327464 1925 WABASH AVENUE · TERRE HAUTE, IN 47807 | Accounting | $17,496 |
BENESYS, INC.2+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $613 | $59,184-99.0% | $92,240-99.3% | $177,276-99.7% |
| Participation rate | 100.0% | 85.6%+14.4pp | 76.5%+23.5pp | 74.8%+25.2pp |
| Annual return | 0.15% | 15.88%-15.7pp | 176.29%-176.1pp | 21.25%-21.1pp |
| Employer contribution / active EE | $284 | $2,985-90.5% | $3,680-92.3% | $2,479-88.5% |
| Participant deferral / active EE | $0 | $2,859-100.0% | $3,897-100.0% | $3,881-100.0% |
| Admin fee / account holder | $11 | $98-88.5% | $5,194-99.8% | $154-92.6% |