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| Provider | Service type | Compensation |
|---|---|---|
OLD NATIONAL TRUST COMPANY6+ years Service code 21 · EIN 35-0525700 P.O. BOX 2329 · BLOOMINGTON, IN 474022329 | Bank Trustee | $36,667 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,042 | $69,383-43.7% | $101,271-61.4% | $73,493-46.9% |
| Participation rate | 96.7% | 68.4%+28.3pp | 75.8%+20.9pp | 70.7%+26.0pp |
| Annual return | 12.26% | 18.46%-6.2pp | 46.48%-34.2pp | 28.51%-16.3pp |
| Employer contribution / active EE | $4,144 | $2,628+57.7% | $3,660+13.2% | $2,270+82.5% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $133 | $704-81.2% | $5,948-97.8% | $513-74.2% |