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| Provider | Service type | Compensation |
|---|---|---|
SANDRA MCKEE6 years Filed as: SANDRA K. REECE Service code 30 · EIN 62-1569820 19 S. 6TH STREET, SUITE 505 · TERRE HAUTE, IN 47807 | Employee (plan) | $56,164 |
FIRST FINANCIAL BANK10+ years Service code 21 · EIN 35-0704860 P.O. BOX 540 · TERRE HAUTE, IN 47808 | Bank Trustee | $20,343 |
SACKRIDER & COMPANY, INC.10+ years Service code 10 · EIN 35-1327464 1925 WABASH AVENUE · TERRE HAUTE, IN 47807 | Accounting | $17,389 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 17 · EIN 35-2156428 11590 N. MERIDIAN ST., SUITE 610 · CARMEL, IN 46032 | Pension Consulting | $10,813 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,392 | $80,674-31.3% | $119,126-53.5% | $64,340-13.9% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 5.56% | 26.86%-21.3pp | 282.11%-276.6pp | 24.14%-18.6pp |
| Employer contribution / active EE | $4,601 | $2,564+79.4% | $4,034+14.1% | $1,862+147.1% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $1,068 | $4,559-76.6% | $10,693-90.0% | $3,703-71.1% |