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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK1+ years Service code 10 · EIN 31-0966785 | Accounting | $3,664 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,505 | $60,545-90.9% | $92,240-94.0% | $69,631-92.1% |
| Participation rate | 96.3% | 72.2%+24.1pp | 76.5%+19.8pp | 70.7%+25.6pp |
| Annual return | 11.19% | 19.71%-8.5pp | 176.29%-165.1pp | 27571.02%-27559.8pp |
| Employer contribution / active EE | $2,875 | $2,633+9.2% | $3,680-21.9% | $2,032+41.5% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $119 | $145-17.8% | $5,194-97.7% | $110+7.7% |