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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 | $79,867-18.0% | $120,344-45.6% | $64,340+1.8% |
| Participation rate | 95.4% | 63.0%+32.4pp | 76.7%+18.7pp | 55.2%+40.2pp |
| Annual return | 15.18% | 21.10%-5.9pp | 20.30%-5.1pp | 24.14%-9.0pp |
| Employer contribution / active EE | $2,996 | $1,925+55.7% | $3,020-0.8% | $1,862+61.0% |
| Participant deferral / active EE | $6,743 | $3,593+87.7% | $5,135+31.3% | $2,980+126.3% |
| Admin fee / account holder | $244 | $5,039-95.2% | $12,742-98.1% | $3,703-93.4% |