Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OLD NATIONAL TRUST COMPANY4 years Filed as: OLD NATIONAL TRUST Service code 25 ONE MAIN STREET · EVANSVILLE, IN 47708 | Directed Trustee | $17,557 |
Filed as: BENEFIT PLANS ADMIN SVCS Service code 15 · EIN 16-1503696 | Recordkeeping | $14,799 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,629 | $44,714+104.9% | $91,225+0.4% | $66,930+36.9% |
| Participation rate | 18.7% | 65.0%-46.3pp | 73.2%-54.5pp | 69.8%-51.1pp |
| Annual return | -19.31% | -12.25%-7.1pp | 114.10%-133.4pp | 1.57%-20.9pp |
| Employer contribution / active EE | $617 | $1,710-63.9% | $2,851-78.4% | $2,545-75.8% |
| Participant deferral / active EE | $1,348 | $3,355-59.8% | $4,234-68.2% | $4,238-68.2% |
| Admin fee / account holder | $634 | $521+21.7% | $5,422-88.3% | $593+6.9% |