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| Provider | Service type | Compensation |
|---|---|---|
OLD SECOND BANK8+ years Service code 21 · EIN 36-1577458 | Bank Trustee | $57,480 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,091 | $30,086+142.9% | $61,373+19.1% | $64,808+12.8% |
| Participation rate | 19.8% | 36.4%-16.6pp | 52.6%-32.8pp | 71.5%-51.7pp |
| Annual return | -23.84% | -13.99%-9.8pp | 338.61%-362.4pp | 32.82%-56.7pp |
| Employer contribution / active EE | $397 | $536-26.0% | $1,159-65.8% | $2,506-84.2% |
| Participant deferral / active EE | $589 | $1,126-47.7% | $2,125-72.3% | $4,310-86.3% |
| Admin fee / account holder | $516 | $148+248.2% | $2,130-75.8% | $188+174.6% |