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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK1+ years Filed as: HUNTINGTON BANK Service code 21 · EIN 31-0966785 | Bank Trustee | $199,851 |
AON CONSULTING1+ years Service code 11 · EIN 23-2293237 | Actuarial | $76,532 |
BLUE CHIP RETIREMENT PLANS, INC.1+ years Filed as: BLUE AND COMPANY LLC Service code 10 · EIN 35-1178661 | Accounting | $12,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -2.82% | -0.96%-1.9pp | -2.00%-0.8pp | -0.60%-2.2pp |
| Employer contribution / active EE | $5,447 | $6,828-20.2% | $34,470-84.2% | $12,272-55.6% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |