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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-1140070 1301 S. HARRISON STREET · FORT WAYNE, IN 46801 | Recordkeeping | $74,888 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $296,970 | $51,283+479.1% | $95,740+210.2% | $71,511+315.3% |
| Participation rate | 78.3% | 63.1%+15.2pp | 72.3%+6.0pp | 67.9%+10.3pp |
| Annual return | 15.66% | 25.25%-9.6pp | 28.41%-12.8pp | 28.86%-13.2pp |
| Employer contribution / active EE | $19,658 | $1,817+981.7% | $2,836+593.1% | $2,589+659.2% |
| Participant deferral / active EE | $4,266 | $3,365+26.8% | $4,244+0.5% | $4,291-0.6% |
| Admin fee / account holder | $545 | $1,135-52.0% | $5,676-90.4% | $1,588-65.7% |