Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,447 |
1ST SOURCE BANK2+ years Service code 10 100 N MICHIGAN ST. · SOUTH BEND, IN 46601 | Accounting | $6,378 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,809 | $50,044-58.4% | $95,759-78.3% | $74,473-72.1% |
| Participation rate | 81.9% | 66.7%+15.2pp | 72.3%+9.7pp | 70.7%+11.2pp |
| Annual return | 22.73% | 24.92%-2.2pp | 28.42%-5.7pp | 34.36%-11.6pp |
| Employer contribution / active EE | $2,591 | $1,634+58.6% | $2,836-8.6% | $2,638-1.8% |
| Participant deferral / active EE | $3,958 | $3,752+5.5% | $4,244-6.7% | $4,530-12.6% |
| Admin fee / account holder | $47 | $300-84.3% | $5,678-99.2% | $347-86.4% |