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| Provider | Service type | Compensation |
|---|---|---|
OLD NATIONAL WEALTH MANAGEMENT1+ years Service code 10 · EIN 35-1729164 | Accounting | $27,597 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,014 | $60,165-33.5% | $74,184-46.1% | $55,167-27.5% |
| Participation rate | 79.8% | 74.2%+5.6pp | 76.6%+3.1pp | 69.0%+10.8pp |
| Annual return | -0.42% | 10.00%-10.4pp | 17.74%-18.2pp | 169.23%-169.7pp |
| Employer contribution / active EE | $1,360 | $1,600-15.0% | $2,370-42.6% | $1,963-30.7% |
| Participant deferral / active EE | $3,069 | $2,973+3.3% | $3,550-13.5% | $3,054+0.5% |
| Admin fee / account holder | $182 | $419-56.7% | $5,586-96.7% | $504-63.9% |