Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $88,137+3.9% | $164,975-44.5% | $74,429+23.0% |
| Participation rate | 93.8% | 73.1%+20.7pp | 78.6%+15.2pp | 67.2%+26.6pp |
| Annual return | 20.91% | 17.13%+3.8pp | 70.12%-49.2pp | 1368.38%-1347.5pp |
| Employer contribution / active EE | $3,956 | $2,597+52.3% | $4,343-8.9% | $2,625+50.7% |
| Participant deferral / active EE | $6,910 | $4,501+53.5% | $6,033+14.5% | $4,348+58.9% |
| Admin fee / account holder | $264 | $2,231-88.2% | $12,688-97.9% | $1,944-86.4% |