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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BARNES DENNING Service code 10 · EIN 31-1119890 | Accounting | $8,150 |
HUNTINGTON NATIONAL BANK5+ years Filed as: HUNTINGTON BANK Service code 15 · EIN 31-0966785 | Recordkeeping | $5,177 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $3,315 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $626 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $31,070 | $86,341-64.0% | $125,195-75.2% | $65,186-52.3% |
| Participation rate | 51.1% | 75.3%-24.2pp | 79.8%-28.7pp | 70.2%-19.1pp |
| Annual return | 18.28% | 27.44%-9.2pp | 43.79%-25.5pp | 29.39%-11.1pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,866-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $761 | $3,538-78.5% | $4,937-84.6% | $3,514-78.3% |
| Admin fee / account holder | $174 | $609-71.5% | $9,704-98.2% | $847-79.5% |