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| Provider | Service type | Compensation |
|---|---|---|
LOIS A. GREENLEE1+ years Service code 14 · EIN 62-1569820 601 OHIO STREET SUITE 418 · TERRE HAUTE, IN 47807 | Plan Administrator | $33,092 |
SACKRIDER & COMPANY, INC.1+ years Service code 10 · EIN 35-1327464 1925 WABASH AVENUE · TERRE HAUTE, IN 47807 | Accounting | $19,155 |
FIRST FINANCIAL BANK1+ years Service code 21 · EIN 35-0704860 PO BOX 540 · TERRE HAUTE, IN 47808 | Bank Trustee | $17,277 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 17 · EIN 35-2156428 11590 N MERIDIAN ST SUITE 610 · CARMEL, IN 46032 | Pension Consulting | $10,000 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,928 | $52,884-35.8% | $84,753-60.0% | $55,167-38.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -0.15% | 18.03%-18.2pp | 22.78%-22.9pp | 169.23%-169.4pp |
| Employer contribution / active EE | $3,379 | $2,233+51.3% | $3,574-5.5% | $1,963+72.2% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $750 | $581+29.2% | $5,333-85.9% | $504+48.9% |