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| Provider | Service type | Compensation |
|---|---|---|
OLD NATIONAL TRUST COMPANY1+ years Service code 27 · EIN 04-2647786 | Advisory (Plan) | $38,804 |
WEINZAPFEL AND COMPANY, LLC1+ years Filed as: WEINZAPFEL & CO LLC Service code 10 · EIN 35-2152081 | Accounting | $6,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,501 | $57,108+63.7% | $94,224-0.8% | $52,331+78.7% |
| Participation rate | 85.2% | 72.9%+12.2pp | 78.8%+6.4pp | 68.1%+17.1pp |
| Annual return | -0.64% | 1.47%-2.1pp | 10.68%-11.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $366 | $1,735-78.9% | $3,587-89.8% | $1,882-80.5% |
| Participant deferral / active EE | $3,026 | $3,040-0.5% | $4,320-30.0% | $3,022+0.1% |
| Admin fee / account holder | $341 | $546-37.6% | $6,269-94.6% | $592-42.3% |