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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY5 years Service code 27 · EIN 11-3658445 800 EAST 96 ST., STE 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $271,240 |
TONYA DAVIDSON-KINCAID5 years Filed as: TONYA KINCAID Service code 14 · EIN 35-0416012 1100 POPLAR ST, STE B · TERRE HAUTE, IN 47807 | Plan Administrator | $126,141 |
ALEXIS SUTLIFF5 years Service code 30 · EIN 35-0416012 1100 POPLAR ST, STE B · TERRE HAUTE, IN 47807 | Employee (plan) | $73,554 |
LAKEN ALLEN5 years Service code 30 · EIN 35-0416012 1100 POPLAR ST, STE B · TERRE HAUTE, IN 47807 | Employee (plan) | $73,554 |
Service code 16 · EIN 52-1796473 3700 KOPPERS STREET, SUITE 400 · BALTIMORE, MD 21227 | Consulting | $71,899 |
SACKRIDER & COMPANY, INC.10+ years Filed as: SACKRIDER & CO., INC. Service code 10 · EIN 35-1327464 1925 WABASH AVE. · TERRE HAUTE, IN 47807 | Accounting | $54,991 |
FIRST STATE TRUST COMPANY9 years Filed as: FIRST STATE TRUST CO. Service code 21 · EIN 13-3124172 1 RIGHTER PARKWAY, STE 120 · WILMINGTON, DE 19803 | Bank Trustee | $35,091 |
DIANA BOYD10+ years Service code 30 · EIN 35-0416012 1100 POPLAR ST, STE B · TERRE HAUTE, IN 47807 | Employee (plan) | $24,600 |
CATHY HAYES10+ years Filed as: CATHY DAUGHERTY Service code 30 · EIN 35-0416012 1100 POPLAR ST, STE B · TERRE HAUTE, IN 47807 | Employee (plan) | $13,179 |
STELLA HIGGINS1 year Service code 15 8191 E. GOSPEL GROVE AVE · TERRE HAUTE, IN 47803 | Recordkeeping | $12,769 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,735 | $118,972-80.9% | $197,124-88.5% | $118,972-80.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 86.7%+13.3pp | 78.0%+22.0pp |
| Annual return | 8.67% | 15.19%-6.5pp | 44.34%-35.7pp | 15.19%-6.5pp |
| Employer contribution / active EE | $2,855 | $3,776-24.4% | $6,227-54.1% | $3,776-24.4% |
| Participant deferral / active EE | $0 | $6,017-100.0% | $9,135-100.0% | $6,017-100.0% |
| Admin fee / account holder | $158 | $127+24.7% | $16,298-99.0% | $127+24.7% |