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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK2+ years Service code 15 · EIN 31-0966785 | Recordkeeping | $18,322 |
DAVID SHUTTLEWORTH2+ years Service code 27 · EIN 31-1641657 | Advisory (Plan) | $13,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $39,397 | $42,772-7.9% | $87,502-55.0% | $55,167-28.6% |
| Participation rate | 44.7% | 66.5%-21.8pp | 73.8%-29.2pp | 69.0%-24.3pp |
| Annual return | 7.88% | 21.20%-13.3pp | 12.21%-4.3pp | 169.23%-161.4pp |
| Employer contribution / active EE | $696 | $1,277-45.5% | $2,550-72.7% | $1,963-64.5% |
| Participant deferral / active EE | $1,317 | $2,342-43.8% | $3,149-58.2% | $3,054-56.9% |
| Admin fee / account holder | $287 | $461-37.9% | $4,221-93.2% | $504-43.1% |