Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $15,429 |
OLD NATIONAL TRUST COMPANY2+ years Service code 27 C/O ATTN MICHAEL BLANKENBERGER · EVANSVILLE, IN 47708 | Advisory (Plan) | $10,397 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $58,375 | $64,909-10.1% | $82,312-29.1% | $62,293-6.3% |
| Participation rate | 40.6% | 74.9%-34.3pp | 76.9%-36.3pp | 69.5%-28.9pp |
| Annual return | 12.80% | 21.18%-8.4pp | 25.88%-13.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,515 | $3,103-51.2% | $3,706-59.1% | $3,169-52.2% |
| Admin fee / account holder | $315 | $440-28.4% | $5,608-94.4% | $479-34.3% |