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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Other Services | $3,027 |
Filed as: OLD NATIONAL BANK Service code 99 · EIN 35-1729164 | Other Fees | $2,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,774 | $65,083-71.2% | $143,788-86.9% | $66,930-72.0% |
| Participation rate | 20.2% | 65.2%-45.0pp | 80.3%-60.1pp | 69.8%-49.6pp |
| Annual return | -10.85% | -11.13%+0.3pp | -0.03%-10.8pp | 1.57%-12.4pp |
| Employer contribution / active EE | $576 | $2,361-75.6% | $4,952-88.4% | $2,545-77.4% |
| Participant deferral / active EE | $1,447 | $2,920-50.4% | $5,638-74.3% | $4,238-65.8% |
| Admin fee / account holder | $214 | $502-57.4% | $14,675-98.5% | $593-63.9% |