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| Provider | Service type | Compensation |
|---|---|---|
Filed as: OLD NATIONAL BANK Service code 27 · EIN 36-1495255 | Advisory (Plan) | $46,623 |
Service code 37 · EIN 04-2647786 | Loan Processing | $26,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,964 | $91,394+13.8% | $130,026-20.0% | $74,440+39.7% |
| Participation rate | 60.9% | 77.8%-16.9pp | 78.5%-17.6pp | 70.7%-9.8pp |
| Annual return | 16.92% | 23.20%-6.3pp | -137.26%+154.2pp | 34.37%-17.5pp |
| Employer contribution / active EE | $2,538 | $2,565-1.0% | $4,321-41.3% | $2,638-3.8% |
| Participant deferral / active EE | $4,422 | $4,721-6.3% | $5,821-24.0% | $4,529-2.4% |
| Admin fee / account holder | $169 | $284-40.3% | $10,608-98.4% | $348-51.3% |