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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCHANTS TRUST CO4+ years Service code 15 200 E JACKSON ST · MUNCIE, IN 47305 | Recordkeeping | $13,761 |
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 | $14,089 | $37,196-62.1% | $154,111-90.9% | $55,725-74.7% |
| Participation rate | 85.6% | 64.1%+21.5pp | 83.0%+2.6pp | 70.9%+14.8pp |
| Annual return | -3.65% | 1319.68%-1323.3pp | 735.18%-738.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $644 | $1,614-60.1% | $5,298-87.8% | $2,078-69.0% |
| Participant deferral / active EE | $757 | $2,068-63.4% | $5,081-85.1% | $3,356-77.4% |
| Admin fee / account holder | $56 | $102-45.0% | $13,411-99.6% | $115-51.5% |