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| Provider | Service type | Compensation |
|---|---|---|
LOIS A. GREENLEE3+ years Service code 30 · EIN 62-1569820 601 OHIO STREET SUITE 418 · TERRE HAUTE, IN 47807 | Employee (plan) | $36,452 |
FIRST FINANCIAL BANK3+ years Service code 21 · EIN 35-0704860 PO BOX 540 · TERRE HAUTE, IN 47808 | Bank Trustee | $20,584 |
SACKRIDER & COMPANY, INC.3+ years Service code 10 · EIN 35-1327464 1925 WABASH AVENUE · TERRE HAUTE, IN 47807 | Accounting | $19,970 |
BENESYS, INC.3+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 17 · EIN 35-2156428 11590 N MERIDIAN ST SUITE 610 · CARMEL, IN 46032 | Pension Consulting | $10,375 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,887 | $55,449-31.7% | $83,830-54.8% | $56,287-32.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 2.34% | -1.38%+3.7pp | 850.97%-848.6pp | -9.96%+12.3pp |
| Employer contribution / active EE | $4,078 | $2,430+67.8% | $3,631+12.3% | $2,111+93.2% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $741 | $656+13.0% | $5,479-86.5% | $521+42.3% |