Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCHANTS TRUST CO2 years Filed as: FIRST MERCHANTS CORPORATION Service code 28 · EIN 35-2037741 | Investment Management | $170,822 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Service code 21 · EIN 31-1051736 | Bank Trustee | $70,576 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $342,274-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 11.0%-11.0pp |
| Annual return | 9.83% | 10.25%-0.4pp | 8.34%+1.5pp | 8.21%+1.6pp |
| Employer contribution / active EE | $10,203 | $16,685-38.9% | $30,790-66.9% | $13,841-26.3% |
| Participant deferral / active EE | $0 | $728-100.0% | $252-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $47,069-100.0% | $1,652-100.0% |