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| Provider | Service type | Compensation |
|---|---|---|
FIRST FINANCIAL BANK3+ years Filed as: FIRST FINANCIAL BANK, N.A. Service code 21 · EIN 31-0308605 300 N MERIDIAN STREET · INDIANAPOLIS, IN 46204 | Bank Trustee | $10,218 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN PENSION BENEFITS Service code 15 · EIN 25-1722805 115 VIP DRIVE · WEXFORD, PA 15090 | Recordkeeping | $5,894 |
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 | $11,993 | $64,909-81.5% | $82,313-85.4% | $62,293-80.7% |
| Participation rate | 57.9% | 74.9%-16.9pp | 76.9%-19.0pp | 69.5%-11.6pp |
| Annual return | 15.20% | 21.18%-6.0pp | 25.88%-10.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $899 | $1,676-46.4% | $2,428-63.0% | $2,042-56.0% |
| Participant deferral / active EE | $1,077 | $3,103-65.3% | $3,706-70.9% | $3,169-66.0% |
| Admin fee / account holder | $149 | $440-66.2% | $5,608-97.4% | $479-69.0% |