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| Provider | Service type | Compensation |
|---|---|---|
DAVID SHUTTLEWORTH1+ years Service code 27 · EIN 31-1641657 | Advisory (Plan) | $19,351 |
HUNTINGTON NATIONAL BANK1+ years Service code 15 · EIN 31-0966785 | Recordkeeping | $19,001 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,965 | $38,595-19.8% | $80,004-61.3% | $52,331-40.8% |
| Participation rate | 49.8% | 64.5%-14.7pp | 73.0%-23.2pp | 68.1%-18.3pp |
| Annual return | -2.58% | 2.04%-4.6pp | 7.63%-10.2pp | 4.54%-7.1pp |
| Employer contribution / active EE | $846 | $1,133-25.4% | $2,473-65.8% | $1,882-55.1% |
| Participant deferral / active EE | $1,475 | $2,318-36.4% | $3,204-53.9% | $3,022-51.2% |
| Admin fee / account holder | $312 | $304+2.5% | $5,033-93.8% | $592-47.3% |