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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCHANTS TRUST CO1+ years Filed as: FIRST MERCHANTS TRUST COMPANY Service code 15 200 E JACKSON ST · MUNCIE, IN 47305 | Recordkeeping | $9,851 |
WHITINGER & COMPANY LLC1+ years Service code 10 1100 W WHITE RIVER BLVD · MUNCIE, IN 47303 | Accounting | $9,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,977 | $54,320-68.7% | $67,652-74.9% | $52,331-67.6% |
| Participation rate | 46.5% | 73.6%-27.1pp | 75.7%-29.2pp | 68.1%-21.6pp |
| Annual return | -2.26% | 6.81%-9.1pp | 6625.40%-6627.7pp | 4.54%-6.8pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $801 | $2,950-72.8% | $3,560-77.5% | $3,022-73.5% |
| Admin fee / account holder | $295 | $527-44.0% | $4,821-93.9% | $592-50.1% |