Filed April 26, 2021
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| Provider | Service type | Compensation |
|---|---|---|
FIRST MERCHANTS TRUST CO3 years Filed as: FIRST MERCHANTS PRIVATE WEALTH ADVI Service code 19 200 E JACKSON ST · MUNCIE, IN 47305 | Securities Custodian | $79,605 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,718 | $88,122+107.3% | $141,162+29.4% | $67,579+170.4% |
| Participation rate | 99.7% | 76.5%+23.3pp | 82.5%+17.3pp | 71.3%+28.5pp |
| Annual return | 13.93% | 75.40%-61.5pp | 71.39%-57.5pp | 378.56%-364.6pp |
| Employer contribution / active EE | $15,801 | $3,224+390.0% | $4,735+233.7% | $2,148+635.7% |
| Participant deferral / active EE | $7,458 | $5,958+25.2% | $6,709+11.2% | $3,539+110.7% |
| Admin fee / account holder | $153 | $131+16.7% | $10,261-98.5% | $142+7.4% |