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| Provider | Service type | Compensation |
|---|---|---|
OLD NATIONAL TRUST COMPANY10+ years Service code 21 · EIN 35-0525700 P.O. BOX 2329 · BLOOMINGTON, IN 474022329 | Bank Trustee | $51,310 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,423 | $80,748-42.5% | $102,383-54.7% | $74,429-37.6% |
| Participation rate | 98.6% | 65.7%+32.9pp | 74.5%+24.1pp | 67.2%+31.4pp |
| Annual return | 11.55% | 27.57%-16.0pp | 24.94%-13.4pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $4,739 | $3,159+50.0% | $3,870+22.5% | $2,625+80.6% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $183 | $2,371-92.3% | $8,391-97.8% | $1,944-90.6% |