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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $31,341 |
OLD NATIONAL WEALTH MANAGEMENT9+ years Service code 27 · EIN 35-1729164 | Advisory (Plan) | $29,593 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,057 | $79,209-16.6% | $102,434-35.5% | $74,459-11.3% |
| Participation rate | 97.5% | 74.8%+22.8pp | 76.5%+21.0pp | 67.2%+30.3pp |
| Annual return | 14.99% | 54.98%-40.0pp | 29.46%-14.5pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $2,901 | $2,362+22.8% | $3,023-4.0% | $2,626+10.5% |
| Participant deferral / active EE | $6,359 | $4,417+44.0% | $5,055+25.8% | $4,350+46.2% |
| Admin fee / account holder | $250 | $2,002-87.5% | $9,462-97.4% | $1,945-87.2% |