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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCHANTS TRUST CO10+ years Filed as: FIRST MERCHANTS BANK N.A. Service code 21 · EIN 35-6412246 | Bank Trustee | $23,999 |
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Employer contribution per participant 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 | $0 | $55,554-100.0% | $310,574-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.3%-57.3pp | 11.0%-11.0pp |
| Annual return | 10.35% | 7.78%+2.6pp | 8.04%+2.3pp | 8.21%+2.1pp |
| Employer contribution / active EE | $609 | $18,545-96.7% | $42,693-98.6% | $13,841-95.6% |
| Participant deferral / active EE | $0 | $7-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,889-100.0% | $1,652-100.0% |