Filed September 1, 2015
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| Provider | Service type | Compensation |
|---|---|---|
FIRST FINANCIAL BANK2 years Filed as: FIRST FINANCIAL BANK, N.A. Service code 25 ONE FIRST FINANCIAL PLAZA · TERRE HAUTE, IN 47808 | Directed Trustee | $27,337 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,350 |
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 | $40,755 | $58,726-30.6% | $92,240-55.8% | $62,293-34.6% |
| Participation rate | 95.4% | 68.3%+27.1pp | 76.5%+18.9pp | 69.5%+25.9pp |
| Annual return | 22.82% | 43.62%-20.8pp | 176.29%-153.5pp | 28.90%-6.1pp |
| Employer contribution / active EE | $1,338 | $2,392-44.0% | $3,680-63.6% | $2,042-34.5% |
| Participant deferral / active EE | $7,158 | $2,766+158.8% | $3,897+83.7% | $3,169+125.8% |
| Admin fee / account holder | $5 | $556-99.0% | $5,194-99.9% | $479-98.9% |