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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 | $12,379 |
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 | $2,554 | $47,163-94.6% | $149,696-98.3% | $74,460-96.6% |
| Participation rate | 33.8% | 63.4%-29.6pp | 78.8%-45.0pp | 70.7%-36.9pp |
| Annual return | 23.97% | 22.75%+1.2pp | 134.46%-110.5pp | 34.38%-10.4pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $38 | $343-89.0% | $13,212-99.7% | $348-89.1% |