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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK2+ years Filed as: HUNTINGTON BANK Service code 21 · EIN 31-0966785 | Bank Trustee | $189,291 |
AON CONSULTING2+ years Service code 11 · EIN 23-2293237 | Actuarial | $50,250 |
BLUE CHIP RETIREMENT PLANS, INC.2+ 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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 4.13% | 5.09%-1.0pp | 5.00%-0.9pp | 7.18%-3.1pp |
| Employer contribution / active EE | $3,834 | $7,393-48.1% | $35,918-89.3% | $13,095-70.7% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |