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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,865 |
Filed as: OLD NATIONAL WEALTH MGMT Service code 27 PO BOX 207 · EVANSVILLE, IN 477020207 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,374 | $58,923-19.6% | $97,167-51.2% | $74,546-36.4% |
| Participation rate | 65.4% | 63.6%+1.8pp | 72.7%-7.3pp | 67.2%-1.8pp |
| Annual return | 14.32% | 16.04%-1.7pp | 75.27%-60.9pp | 1366.03%-1351.7pp |
| Employer contribution / active EE | $2,046 | $1,894+8.1% | $2,729-25.0% | $2,624-22.0% |
| Participant deferral / active EE | $3,580 | $3,664-2.3% | $4,264-16.0% | $4,347-17.7% |
| Admin fee / account holder | $193 | $1,974-90.2% | $5,650-96.6% | $1,944-90.1% |