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| Provider | Service type | Compensation |
|---|---|---|
OLD NATIONAL TRUST COMPANY5+ years Service code 21 · EIN 35-0525700 P.O. BOX 2329 · BLOOMINGTON, IN 474022329 | Bank Trustee | $35,714 |
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 | $34,119 | $63,114-45.9% | $92,903-63.3% | $65,185-47.7% |
| Participation rate | 99.4% | 68.8%+30.6pp | 76.0%+23.4pp | 70.2%+29.2pp |
| Annual return | 15.75% | 28.75%-13.0pp | 109.43%-93.7pp | 29.38%-13.6pp |
| Employer contribution / active EE | $4,601 | $2,571+79.0% | $3,653+26.0% | $2,177+111.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $132 | $624-78.9% | $5,795-97.7% | $847-84.4% |