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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCHANTS TRUST CO10+ years Service code 15 200 E JACKSON ST · MUNCIE, IN 47305 | Recordkeeping | $14,940 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,659 | $55,437-60.9% | $155,534-86.1% | $74,459-70.9% |
| Participation rate | 86.0% | 61.9%+24.1pp | 78.2%+7.8pp | 67.2%+18.8pp |
| Annual return | 12.78% | 269.58%-256.8pp | 64.92%-52.1pp | 1369.70%-1356.9pp |
| Employer contribution / active EE | $819 | $2,266-63.9% | $4,675-82.5% | $2,626-68.8% |
| Participant deferral / active EE | $1,020 | $2,837-64.0% | $5,630-81.9% | $4,350-76.5% |
| Admin fee / account holder | $68 | $1,742-96.1% | $15,900-99.6% | $1,945-96.5% |