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| Provider | Service type | Compensation |
|---|---|---|
Service code 66 · EIN 35-0145825 1 AMERICAN SQUARE, 368 · INDIANAPOLIS, IN 46282 | Insurance mortality and expense charg... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,493 | $43,338+5.0% | $59,887-24.0% | $64,173-29.1% |
| Participation rate | 97.0% | 69.2%+27.8pp | 74.7%+22.3pp | 69.6%+27.4pp |
| Annual return | 10.60% | -1.55%+12.2pp | 3.46%+7.1pp | 7.63%+3.0pp |
| Employer contribution / active EE | $3,466 | $2,030+70.7% | $2,722+27.3% | $2,381+45.6% |
| Participant deferral / active EE | $5,802 | $2,547+127.8% | $3,402+70.5% | $3,470+67.2% |
| Admin fee / account holder | $18 | $3,007-99.4% | $3,591-99.5% | $4,887-99.6% |