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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OLD NATIONAL BANK Service code 27 · EIN 36-1495255 | Advisory (Plan) | $44,167 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,948 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,321 | $89,465+15.5% | $164,866-37.3% | $77,671+33.0% |
| Participation rate | 73.1% | 78.6%-5.5pp | 78.6%-5.5pp | 70.6%+2.6pp |
| Annual return | 13.24% | 28.81%-15.6pp | 69.97%-56.7pp | 31.21%-18.0pp |
| Employer contribution / active EE | $2,977 | $2,568+15.9% | $4,343-31.4% | $2,726+9.2% |
| Participant deferral / active EE | $5,300 | $4,897+8.2% | $6,033-12.2% | $4,648+14.0% |
| Admin fee / account holder | $170 | $340-50.0% | $12,689-98.7% | $430-60.6% |