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| Provider | Service type | Compensation |
|---|---|---|
OLD SECOND BANK2 years Filed as: OLD SECOND NATIONAL BANK Service code 26 37 S. RIVER STREET · AURORA, IL 60506 | Advisory (Participants) | $19,667 |
BPAS2 years Service code 13 · EIN 16-1503696 6 RHOADS DRIVE · UTICA, NY 13502 | Contract Administrator | $8,626 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,416 | $47,977-47.0% | $154,114-83.5% | $56,287-54.8% |
| Participation rate | 88.9% | 66.2%+22.7pp | 83.0%+5.9pp | 69.9%+19.0pp |
| Annual return | 8.88% | 3.54%+5.3pp | 735.16%-726.3pp | -9.96%+18.8pp |
| Employer contribution / active EE | $857 | $2,169-60.5% | $5,298-83.8% | $2,111-59.4% |
| Participant deferral / active EE | $1,440 | $2,392-39.8% | $5,081-71.7% | $3,350-57.0% |
| Admin fee / account holder | $196 | $438-55.2% | $13,411-98.5% | $521-62.3% |