Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
1ST SOURCE BANK5 years Service code 15 100 NORTH MICHIGAN STREET · SOUTH BEND, IN 46601 | Recordkeeping | $31,254 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,639 | $88,360-56.3% | $145,433-73.4% | $67,986-43.2% |
| Participation rate | 96.8% | 65.5%+31.3pp | 82.1%+14.6pp | 57.2%+39.5pp |
| Annual return | 20.03% | 63.15%-43.1pp | 66.58%-46.5pp | 31.67%-11.6pp |
| Employer contribution / active EE | $3,726 | $3,054+22.0% | $4,554-18.2% | $2,019+84.6% |
| Participant deferral / active EE | $3,500 | $5,932-41.0% | $7,897-55.7% | $3,358+4.2% |
| Admin fee / account holder | $178 | $3,313-94.6% | $13,129-98.6% | $3,203-94.5% |