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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $8,669 |
HUNTINGTON NATIONAL BANK2 years Filed as: THE HUNTINGTON NATIONAL BANK Service code 26 41 SOUTH HIGH STREET · COLUMBUS, OH 43287 | Advisory (Participants) | $7,542 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $3,370 | $83,045-95.9% | $130,026-97.4% | $71,495-95.3% |
| Participation rate | 84.4% | 74.1%+10.2pp | 78.5%+5.9pp | 67.9%+16.4pp |
| Annual return | 10.05% | 20.61%-10.6pp | -137.26%+147.3pp | 28.85%-18.8pp |
| Employer contribution / active EE | $103 | $2,623-96.1% | $4,321-97.6% | $2,589-96.0% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $70 | $1,727-96.0% | $10,608-99.3% | $1,588-95.6% |