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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK1 year Filed as: THE HUNTINGTON NATIONAL BANK Service code 27 · EIN 31-0966785 | Advisory (Plan) | $19,352 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $15,262 |
BARNES, IACCARINO & SHEPHERD LLP7+ years Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $8,500 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $818 |
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.
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 | $31,877 | $93,182-65.8% | $146,643-78.3% | $79,391-59.8% |
| Participation rate | 32.8% | 76.4%-43.6pp | 80.1%-47.3pp | 70.7%-37.9pp |
| Annual return | 10.85% | 21.61%-10.8pp | 22.75%-11.9pp | 116.88%-106.0pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,137-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $879 | $4,169-78.9% | $5,506-84.0% | $4,046-78.3% |
| Admin fee / account holder | $278 | $585-52.5% | $10,280-97.3% | $627-55.6% |