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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCHANTS TRUST CO2 years Filed as: FIRST MERCHANTS CORPORATION Service code 28 · EIN 35-2037741 | Investment Management | $16,426 |
Service code 21 · EIN 31-1051736 | Bank Trustee | $12,219 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | 8.55% | 8.01%+0.5pp | 8.34%+0.2pp | 7.65%+0.9pp |
| Employer contribution / active EE | $8,244 | $20,177-59.1% | $30,790-73.2% | $20,582-59.9% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $252-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |