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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OLD NATIONAL TRUST Service code 25 ONE MAIN STREET · EVANSVILLE, IN 47708 | Directed Trustee | $17,418 |
Filed as: BENEFIT PLANS ADMIN SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $15,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $89,898 | $50,175+79.2% | $99,470-9.6% | $65,185+37.9% |
| Participation rate | 21.1% | 68.4%-47.3pp | 73.8%-52.8pp | 70.2%-49.1pp |
| Annual return | 22.01% | 25.36%-3.3pp | 30.72%-8.7pp | 29.38%-7.4pp |
| Employer contribution / active EE | $471 | $1,496-68.5% | $2,540-81.5% | $2,177-78.4% |
| Participant deferral / active EE | $1,067 | $2,748-61.2% | $3,619-70.5% | $3,514-69.6% |
| Admin fee / account holder | $722 | $398+81.7% | $6,252-88.4% | $847-14.7% |