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| Provider | Service type | Compensation |
|---|---|---|
OLD NATIONAL WEALTH MANAGEMENT2+ years Service code 27 ONE MAIN ST · EVANSVILLE, IN 47708 | Advisory (Plan) | $32,467 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $10,389 |
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 | $44,949 | $64,909-30.8% | $82,312-45.4% | $62,293-27.8% |
| Participation rate | 70.3% | 74.9%-4.6pp | 76.9%-6.6pp | 69.5%+0.8pp |
| Annual return | 14.00% | 21.18%-7.2pp | 25.88%-11.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,206 | $1,676-28.1% | $2,428-50.4% | $2,042-41.0% |
| Participant deferral / active EE | $3,141 | $3,103+1.2% | $3,706-15.3% | $3,169-0.9% |
| Admin fee / account holder | $273 | $440-37.9% | $5,608-95.1% | $479-43.1% |