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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 31-1051736 | Bank Trustee | $8,453 |
FIRST MERCHANTS TRUST CO1 year Filed as: FIRST MERCHANTS PRIVATE WEALTH Service code 28 · EIN 35-2037741 | Investment Management | $8,285 |
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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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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -16.56% | -7.97%-8.6pp | 0.46%-17.0pp | 39.82%-56.4pp |
| Employer contribution / active EE | $5,490 | $20,148-72.8% | $35,480-84.5% | $19,980-72.5% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |