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| Provider | Service type | Compensation |
|---|---|---|
OLD NATIONAL WEALTH MANAGEMENT10+ years Service code 27 · EIN 35-1729164 | Advisory (Plan) | $33,355 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $32,451 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,483 | $95,084-31.1% | $140,514-53.4% | $69,733-6.1% |
| Participation rate | 95.4% | 68.7%+26.7pp | 77.8%+17.6pp | 62.5%+33.0pp |
| Annual return | 15.18% | 18.56%-3.4pp | 14.36%+0.8pp | 15.22%0pp |
| Employer contribution / active EE | $2,996 | $2,405+24.6% | $3,378-11.3% | $2,250+33.2% |
| Participant deferral / active EE | $6,743 | $3,868+74.3% | $4,919+37.1% | $3,054+120.8% |
| Admin fee / account holder | $244 | $4,885-95.0% | $13,697-98.2% | $3,102-92.1% |