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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK1 year Filed as: THE HUNTINGTON NATIONAL BANK Service code 26 41 SOUTH HIGH STREET · COLUMBUS, OH 43287 | Advisory (Participants) | $8,184 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $6,968 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,195 | $86,655-96.3% | $119,622-97.3% | $66,938-95.2% |
| Participation rate | 88.8% | 75.6%+13.2pp | 79.3%+9.5pp | 69.8%+18.9pp |
| Annual return | -16.49% | -8.00%-8.5pp | -14.98%-1.5pp | 1.58%-18.1pp |
| Employer contribution / active EE | $104 | $2,536-95.9% | $4,232-97.5% | $2,545-95.9% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,601-100.0% | $4,238-100.0% |
| Admin fee / account holder | $61 | $755-91.9% | $10,328-99.4% | $594-89.7% |