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| Provider | Service type | Compensation |
|---|---|---|
HARRIS3+ years Filed as: HARRIS ASSOCIATES, LP Service code 20 · EIN 04-3276558 TWO NORTH LASALLE STREET, SUITE 500 · CHICAGO, IL 60602 | Trustee (individual) | $30,980 |
FINDLEY3+ years Filed as: FINDLEY DAVIES, INC. Service code 11 · EIN 34-1213174 1300 EAST NINTH STREET, SUITE 850 · CLEVELAND, OH 44114 | Actuarial | $23,602 |
HUNTINGTON NATIONAL BANK1 year Service code 26 · EIN 30-0537225 41 SOUTH HIGH ST. · COLUMBUS, OH 43215 | Advisory (Participants) | $18,679 |
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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 | $0 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 15.37% | 11.14%+4.2pp | 16.78%-1.4pp | 10.41%+5.0pp |
| Employer contribution / active EE | $5,113 | $14,043-63.6% | $26,328-80.6% | $14,691-65.2% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |