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| Provider | Service type | Compensation |
|---|---|---|
TONYA DAVIDSON-KINCAID2+ years Service code 14 · EIN 35-0416012 1100 POPLAR ST STE B · TERRE HAUTE, IN 47807 | Plan Administrator | $98,649 |
FIRST FINANCIAL BANK2+ years Service code 19 · EIN 35-0704860 1 FIRST FINANCIAL PLAZA · TERRE HAUTE, IN 47807 | Securities Custodian | $63,702 |
CATHY HAYES2+ years Filed as: CATHY DAUGHERTY Service code 30 · EIN 35-0416012 1100 POPLAR ST STE B · TERRE HAUTE, IN 47807 | Employee (plan) | $56,100 |
SHANNON & ASSOCIATES, LLP2+ years Filed as: SHANNON SENTENEY Service code 30 · EIN 35-0416012 1100 POPLAR ST STE B · TERRE HAUTE, IN 47807 | Employee (plan) | $56,100 |
SACKRIDER & COMPANY, INC.2+ years Filed as: SACKRIDER & CO., INC. Service code 10 · EIN 35-1327464 1925 WABASH AVE · TERRE HAUTE, IN 47807 | Accounting | $52,977 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 1300 THAMES STREET WHARF · BALTIMORE, MD 21231 | Advisory (Plan) | $37,500 |
Filed as: FIRST STATE TRUST CO. Service code 21 · EIN 13-3124172 1 RIGHTER PARKWAY STE 120 · WILMINGTON, DE 19803 | Bank Trustee | $27,654 |
ISSI2+ years Service code 16 · EIN 23-2182079 TWO EXECUTIVE CAMPUS · CHERRY HILL, NJ 08002 | Consulting | $25,832 |
DIANA BOYD2+ years Service code 30 · EIN 35-0416012 1100 POPLAR ST STE B · TERRE HAUTE, IN 47807 | Employee (plan) | $18,891 |
WRIGHT SHAGLEY & LOWERY2+ years Filed as: WRIGHT, SHAGLEY, LOWERY Service code 29 · EIN 35-1388024 500 OHIO ST · TERRE HAUTE, IN 47807 | Legal | $12,512 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $17,576 | $89,274-80.3% | $149,716-88.3% | $77,958-77.5% |
| Participation rate | 100.0% | 87.6%+12.4pp | 87.1%+12.9pp | 71.6%+28.4pp |
| Annual return | 4.93% | 20.36%-15.4pp | 1501.67%-1496.7pp | 20.87%-15.9pp |
| Employer contribution / active EE | $1,908 | $3,727-48.8% | $5,444-64.9% | $2,310-17.4% |
| Participant deferral / active EE | $0 | $5,382-100.0% | $6,568-100.0% | $3,537-100.0% |
| Admin fee / account holder | $131 | $240-45.2% | $11,282-98.8% | $97+35.0% |