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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK2+ years Filed as: THE HUNTINGTON INVESTMENT CO. Service code 49 · EIN 31-1316299 | Other Services | $13,128 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,182 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSPCOATES INCORPORATED Service code 21 · EIN 95-2755361 | Bank Trustee | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,214 | $36,916-58.8% | $156,551-90.3% | $57,658-73.6% |
| Participation rate | 77.4% | 63.4%+14.0pp | 84.0%-6.6pp | 70.2%+7.2pp |
| Annual return | 4.43% | 12.38%-7.9pp | 32.23%-27.8pp | 5.13%-0.7pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,243 | $1,926-35.4% | $4,871-74.5% | $3,061-59.4% |
| Admin fee / account holder | $39 | $82-53.2% | $13,028-99.7% | $95-59.2% |