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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK1 year Filed as: HUNTINGTON Service code 26 310 GRANT STREET, PT400 · PITTSBURGH, PA 15219 | Advisory (Participants) | $10,222 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $8,805 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,744 | $105,210-58.4% | $159,487-72.6% | $85,851-49.0% |
| Participation rate | 42.2% | 75.8%-33.6pp | 82.8%-40.7pp | 69.3%-27.2pp |
| Annual return | 11.14% | 45.08%-33.9pp | 263.71%-252.6pp | 318.63%-307.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,235 | $5,946-79.2% | $7,354-83.2% | $3,952-68.8% |
| Admin fee / account holder | $393 | $6,934-94.3% | $10,804-96.4% | $6,261-93.7% |