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| Provider | Service type | Compensation |
|---|---|---|
LOIS A. GREENLEE5+ years Service code 30 · EIN 62-1569820 19 S 6TH STREET SUITE 505 · TERRE HAUTE, IN 47807 | Employee (plan) | $33,697 |
FIRST FINANCIAL BANK5+ years Service code 21 · EIN 35-0704860 PO BOX 540 · TERRE HAUTE, IN 47808 | Bank Trustee | $23,119 |
SACKRIDER & COMPANY, INC.5+ years Service code 10 · EIN 35-1327464 1925 WABASH AVENUE · TERRE HAUTE, IN 47807 | Accounting | $18,155 |
BENESYS, INC.5+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 17 · EIN 35-2156428 11590 N MERIDIAN ST SUITE 610 · CARMEL, IN 46032 | Pension Consulting | $15,000 |
SANDRA MCKEE1 year Filed as: SANDRA K. REECE Service code 30 · EIN 62-1569820 19 S 6TH STREET SUITE 505 · TERRE HAUTE, IN 47807 | Employee (plan) | $14,615 |
WRIGHT SHAGLEY & LOWERY1 year Filed as: WRIGHT, SHAGLEY, & LOWERY, PC Service code 29 · EIN 20-8333939 500 OHIO STREET · TERRE HAUTE, IN 47807 | Legal | $14,145 |
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 | $46,774 | $69,383-32.6% | $101,264-53.8% | $73,493-36.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 4.86% | 18.46%-13.6pp | 46.48%-41.6pp | 28.51%-23.7pp |
| Employer contribution / active EE | $4,060 | $2,628+54.5% | $3,660+10.9% | $2,270+78.9% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,215 | $704+72.6% | $5,947-79.6% | $513+136.7% |