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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,555 |
OLD NATIONAL TRUST COMPANY3+ years Service code 27 · EIN 35-1729164 | Advisory (Plan) | $11,761 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,762 | $55,449-26.5% | $83,848-51.4% | $56,287-27.6% |
| Participation rate | 61.9% | 68.0%-6.1pp | 76.1%-14.3pp | 69.9%-8.0pp |
| Annual return | -16.03% | -1.38%-14.7pp | 850.88%-866.9pp | -9.96%-6.1pp |
| Employer contribution / active EE | $426 | $2,430-82.5% | $3,631-88.3% | $2,111-79.8% |
| Participant deferral / active EE | $1,919 | $2,935-34.6% | $4,082-53.0% | $3,350-42.7% |
| Admin fee / account holder | $315 | $656-52.0% | $5,478-94.3% | $521-39.6% |