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| Provider | Service type | Compensation |
|---|---|---|
SANDRA MCKEE3 years Filed as: SANDRA K. REECE Service code 30 · EIN 62-1569820 19 S. 6TH STREET, SUITE 505 · TERRE HAUTE, IN 47807 | Employee (plan) | $45,875 |
WRIGHT SHAGLEY & LOWERY3 years Filed as: WRIGHT, SHAGLEY, & LOWERY, PC Service code 29 · EIN 20-8333939 500 OHIO STREET · TERRE HAUTE, IN 47807 | Legal | $23,366 |
BENESYS, INC.7+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 17 · EIN 35-2156428 11590 N. MERIDIAN ST., SUITE 610 · CARMEL, IN 46032 | Pension Consulting | $21,500 |
SACKRIDER & COMPANY, INC.7+ years Service code 10 · EIN 35-1327464 1925 WABASH AVENUE · TERRE HAUTE, IN 47807 | Accounting | $19,207 |
FIRST FINANCIAL BANK7+ years Service code 21 · EIN 35-0704860 P.O. BOX 540 · TERRE HAUTE, IN 47808 | Bank Trustee | $17,915 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,787 | $64,138-41.1% | $112,258-66.3% | $66,930-43.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -9.29% | -13.81%+4.5pp | 27.47%-36.8pp | 1.57%-10.9pp |
| Employer contribution / active EE | $4,484 | $3,006+49.2% | $3,636+23.3% | $2,545+76.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1,123 | $625+79.5% | $6,411-82.5% | $593+89.2% |