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| Provider | Service type | Compensation |
|---|---|---|
OLD NATIONAL TRUST COMPANY3+ years Service code 21 · EIN 35-0525700 P.O. BOX 2329 · BLOOMINGTON, IN 474022329 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $31,429 | $58,726-46.5% | $92,240-65.9% | $62,293-49.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.30% | 43.62%-32.3pp | 176.29%-165.0pp | 28.90%-17.6pp |
| Employer contribution / active EE | $3,289 | $2,392+37.5% | $3,680-10.6% | $2,042+61.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $133 | $556-76.2% | $5,194-97.4% | $479-72.3% |