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| Provider | Service type | Compensation |
|---|---|---|
OLD NATIONAL WEALTH MANAGEMENT8+ years Service code 27 · EIN 35-1729164 | Advisory (Plan) | $26,732 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $26,495 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,027 | $76,112-25.1% | $96,544-40.9% | $71,529-20.3% |
| Participation rate | 94.0% | 74.4%+19.6pp | 76.0%+18.0pp | 67.9%+26.1pp |
| Annual return | 13.01% | 22.80%-9.8pp | 25.88%-12.9pp | 28.97%-16.0pp |
| Employer contribution / active EE | $2,549 | $2,248+13.4% | $2,966-14.1% | $2,590-1.6% |
| Participant deferral / active EE | $5,972 | $4,217+41.6% | $4,851+23.1% | $4,291+39.2% |
| Admin fee / account holder | $211 | $2,708-92.2% | $8,254-97.4% | $1,588-86.7% |