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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCHANTS TRUST CO1 year Filed as: FIRST MERCHANTS INSURANCE SERVICES, Service code 28 · EIN 35-2037741 200 E JACKSON ST · MUNCIE, IN 47305 | Investment Management | $111,182 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $55,020 |
MCCREADY & KEENE INC.1 year Filed as: MCCREADY & KEENE INC Service code 28 · EIN 35-0500670 | Investment Management | $36,250 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -13.32% | 13.34%-26.7pp | 0.46%-13.8pp | -5.25%-8.1pp |
| Employer contribution / active EE | $6,736 | $19,967-66.3% | $35,480-81.0% | $15,161-55.6% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |