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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $14,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,362 | $84,482-42.8% | $125,363-61.4% | $66,930-27.7% |
| Participation rate | 59.8% | 76.4%-16.6pp | 82.4%-22.5pp | 69.8%-10.0pp |
| Annual return | -13.89% | -8.49%-5.4pp | 572.15%-586.0pp | 1.57%-15.5pp |
| Employer contribution / active EE | $3,089 | $3,553-13.0% | $4,815-35.8% | $2,545+21.4% |
| Participant deferral / active EE | $2,710 | $6,782-60.0% | $7,447-63.6% | $4,238-36.0% |
| Admin fee / account holder | $137 | $685-80.1% | $10,005-98.6% | $593-77.0% |