Filed September 1, 2015
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| Provider | Service type | Compensation |
|---|---|---|
FIRST FINANCIAL BANK1 year Filed as: FIRST FINANCIAL BANK, N.A. Service code 25 ONE FIRST FINANCIAL PLAZA · TERRE HAUTE, IN 47808 | Directed Trustee | $26,235 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,200 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,074 | $52,884-37.5% | $84,753-61.0% | $55,167-40.0% |
| Participation rate | 95.8% | 67.5%+28.2pp | 76.6%+19.2pp | 69.0%+26.8pp |
| Annual return | 9.39% | 18.03%-8.6pp | 22.78%-13.4pp | 169.23%-159.8pp |
| Employer contribution / active EE | $992 | $2,233-55.6% | $3,574-72.2% | $1,963-49.4% |
| Participant deferral / active EE | $6,628 | $2,644+150.7% | $3,712+78.6% | $3,054+117.0% |
| Admin fee / account holder | $5 | $581-99.1% | $5,333-99.9% | $504-98.9% |