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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCHANTS TRUST CO2+ years Service code 21 200 E JACKSON ST · MUNCIE, IN 47305 | Bank Trustee | $13,060 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,727 | $36,916-68.2% | $156,551-92.5% | $57,658-79.7% |
| Participation rate | 86.1% | 63.4%+22.7pp | 84.0%+2.1pp | 70.2%+15.9pp |
| Annual return | 8.43% | 12.38%-4.0pp | 32.23%-23.8pp | 5.13%+3.3pp |
| Employer contribution / active EE | $577 | $1,571-63.3% | $5,501-89.5% | $1,974-70.8% |
| Participant deferral / active EE | $593 | $1,926-69.2% | $4,871-87.8% | $3,061-80.6% |
| Admin fee / account holder | $52 | $82-36.4% | $13,028-99.6% | $95-44.5% |