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| Provider | Service type | Compensation |
|---|---|---|
OLD NATIONAL TRUST COMPANY1+ years Service code 21 · EIN 35-0525700 P.O. BOX 2329 · BLOOMINGTON, IN 474022329 | Bank Trustee | $34,563 |
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 | $28,415 | $50,464-43.7% | $75,784-62.5% | $52,331-45.7% |
| Participation rate | 99.4% | 66.8%+32.6pp | 75.8%+23.5pp | 68.1%+31.3pp |
| Annual return | -1.84% | 1.03%-2.9pp | 9.68%-11.5pp | 4.54%-6.4pp |
| Employer contribution / active EE | $1,899 | $1,988-4.5% | $3,323-42.9% | $1,882+0.9% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $129 | $1,103-88.3% | $5,300-97.6% | $592-78.1% |