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| 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 | $82,133-53.0% | $147,318-73.8% | $64,097-39.7% |
| Participation rate | 96.8% | 62.3%+34.5pp | 82.1%+14.7pp | 55.2%+41.6pp |
| Annual return | 20.03% | 78.78%-58.8pp | 70.43%-50.4pp | 34.64%-14.6pp |
| Employer contribution / active EE | $3,726 | $2,872+29.7% | $4,593-18.9% | $1,891+97.0% |
| Participant deferral / active EE | $3,500 | $5,407-35.3% | $7,906-55.7% | $3,080+13.6% |
| Admin fee / account holder | $178 | $3,730-95.2% | $13,708-98.7% | $3,454-94.9% |