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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OLD NATIONAL BANK Service code 15 · EIN 35-1729164 2801 W. JEFFERSON STREET · JOLIET, IL 60435 | Recordkeeping | $6,633 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,164 | $50,919-93.8% | $155,556-98.0% | $77,762-95.9% |
| Participation rate | 35.0% | 63.1%-28.1pp | 78.2%-43.2pp | 70.6%-35.6pp |
| Annual return | 23.88% | 34.84%-11.0pp | 64.84%-41.0pp | 31.27%-7.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $20 | $437-95.5% | $15,885-99.9% | $433-95.4% |