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| Provider | Service type | Compensation |
|---|---|---|
OLD SECOND BANK1 year Filed as: OLD SECOND WEALTH MANAGEMENT Service code 27 · EIN 36-1577458 | Advisory (Plan) | $39,320 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,645 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,534 | $88,186+3.8% | $165,071-44.5% | $74,459+22.9% |
| Participation rate | 93.8% | 73.1%+20.7pp | 78.6%+15.2pp | 67.2%+26.6pp |
| Annual return | 20.91% | 17.13%+3.8pp | 70.17%-49.3pp | 1369.70%-1348.8pp |
| Employer contribution / active EE | $3,956 | $2,600+52.1% | $4,347-9.0% | $2,626+50.6% |
| Participant deferral / active EE | $6,910 | $4,505+53.4% | $6,035+14.5% | $4,350+58.9% |
| Admin fee / account holder | $264 | $2,234-88.2% | $12,695-97.9% | $1,945-86.4% |