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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 | $85,515-23.4% | $112,040-41.6% | $67,986-3.7% |
| Participation rate | 95.4% | 68.2%+27.2pp | 76.5%+18.9pp | 57.2%+38.2pp |
| Annual return | 15.18% | 29.68%-14.5pp | 24.52%-9.3pp | 31.67%-16.5pp |
| Employer contribution / active EE | $2,996 | $2,191+36.8% | $2,954+1.4% | $2,019+48.4% |
| Participant deferral / active EE | $6,743 | $4,014+68.0% | $5,098+32.3% | $3,358+100.8% |
| Admin fee / account holder | $244 | $3,774-93.5% | $12,098-98.0% | $3,203-92.4% |