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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 1301 S S HARRISON ST · FORT WAYNE, IN 46802 | Contract Administrator | $12,905 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,621 | $81,504+22.2% | $102,437-2.7% | $80,959+23.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 32.82% | 25.60%+7.2pp | 24.95%+7.9pp | 35.67%-2.8pp |
| Employer contribution / active EE | $16,512 | $3,104+432.0% | $3,871+326.6% | $2,757+498.9% |
| Participant deferral / active EE | $1,838 | $3,871-52.5% | $5,060-63.7% | $4,300-57.2% |
| Admin fee / account holder | $8,506 | $6,719+26.6% | $8,388+1.4% | $6,925+22.8% |