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| Provider | Service type | Compensation |
|---|---|---|
FIRST FINANCIAL BANK2+ years Filed as: FIRST FINANCIAL BANK, N.A. Service code 21 · EIN 31-0308605 300 N MERIDIAN STREET · INDIANAPOLIS, IN 46204 | Bank Trustee | $9,244 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,984 | $60,165-78.4% | $74,184-82.5% | $55,167-76.5% |
| Participation rate | 56.6% | 74.2%-17.6pp | 76.6%-20.1pp | 69.0%-12.4pp |
| Annual return | 7.12% | 10.00%-2.9pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $860 | $1,600-46.2% | $2,370-63.7% | $1,963-56.2% |
| Participant deferral / active EE | $1,143 | $2,973-61.6% | $3,550-67.8% | $3,054-62.6% |
| Admin fee / account holder | $130 | $419-69.1% | $5,586-97.7% | $504-74.3% |