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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK3+ years Filed as: HUNTINGTON BANK Service code 21 · EIN 31-0966785 | Bank Trustee | $165,017 |
AON CONSULTING3+ years Service code 11 · EIN 23-2293237 | Actuarial | $109,419 |
BLUE CHIP RETIREMENT PLANS, INC.3+ years Filed as: BLUE AND COMPANY LLC Service code 10 · EIN 35-1178661 | Accounting | $12,120 |
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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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 13.73% | 12.40%+1.3pp | 10.16%+3.6pp | 23.90%-10.2pp |
| Employer contribution / active EE | $8,912 | $8,748+1.9% | $33,192-73.2% | $16,539-46.1% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |