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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 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,483 | $87,465-25.1% | $122,979-46.8% | $65,306+0.3% |
| Participation rate | 95.4% | 66.0%+29.4pp | 77.2%+18.2pp | 57.7%+37.7pp |
| Annual return | 15.18% | 19.76%-4.6pp | 20.12%-4.9pp | 21.94%-6.8pp |
| Employer contribution / active EE | $2,996 | $2,156+39.0% | $3,062-2.2% | $1,967+52.3% |
| Participant deferral / active EE | $6,743 | $3,705+82.0% | $5,003+34.8% | $2,959+127.9% |
| Admin fee / account holder | $244 | $5,100-95.2% | $12,864-98.1% | $3,480-93.0% |