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| Provider | Service type | Compensation |
|---|---|---|
LOIS A. GREENLEE2+ years Service code 14 · EIN 62-1569820 601 OHIO STREET SUITE 418 · TERRE HAUTE, IN 47807 | Plan Administrator | $34,749 |
SACKRIDER & COMPANY, INC.2+ years Service code 10 · EIN 35-1327464 1925 WABASH AVENUE · TERRE HAUTE, IN 47807 | Accounting | $19,268 |
FIRST FINANCIAL BANK2+ years Service code 21 · EIN 35-0704860 PO BOX 540 · TERRE HAUTE, IN 47808 | Bank Trustee | $18,750 |
BENESYS, INC.2+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 17 · EIN 35-2156428 11590 N MERIDIAN ST SUITE 610 · CARMEL, IN 46032 | Pension Consulting | $15,750 |
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 | $36,552 | $58,726-37.8% | $92,240-60.4% | $62,293-41.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 3.04% | 43.62%-40.6pp | 176.29%-173.3pp | 28.90%-25.9pp |
| Employer contribution / active EE | $3,415 | $2,392+42.8% | $3,680-7.2% | $2,042+67.2% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $790 | $556+42.1% | $5,194-84.8% | $479+64.9% |