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| Provider | Service type | Compensation |
|---|---|---|
FIRST FINANCIAL BANK4 years Service code 21 · EIN 31-0308605 300 N. MERIDIAN STREET · INDIANAPOLIS, IN 46204 | Bank Trustee | $23,473 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE, SUITE 120 · WEXFORD, PA 15090 | Recordkeeping | $11,132 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 1251 WATERFRONT PLACE, SUITE 525 · PITTSBURGH, PA 15222 | Securities Custodian | $2,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,491 | $54,573-33.1% | $90,970-59.9% | $73,497-50.4% |
| Participation rate | 64.0% | 61.2%+2.8pp | 69.0%-5.1pp | 70.7%-6.7pp |
| Annual return | 24.80% | 16.69%+8.1pp | 134.60%-109.8pp | 28.51%-3.7pp |
| Employer contribution / active EE | $316 | $991-68.1% | $2,122-85.1% | $2,270-86.1% |
| Participant deferral / active EE | $2,086 | $2,517-17.1% | $3,373-38.1% | $3,740-44.2% |
| Admin fee / account holder | $316 | $521-39.4% | $5,961-94.7% | $513-38.4% |