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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK3+ years Filed as: THE HUNTINGTON INVESTMENT CO. Service code 49 · EIN 31-1316299 | Other Services | $11,793 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,020 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSPCOATES INCORPORATED Service code 21 · EIN 95-2755361 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,687 | $46,173-63.9% | $170,435-90.2% | $69,631-76.0% |
| Participation rate | 64.8% | 63.9%+0.9pp | 83.6%-18.8pp | 70.7%-5.9pp |
| Annual return | 14.91% | 21.62%-6.7pp | 205.94%-191.0pp | 27571.02%-27556.1pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $974 | $2,080-53.2% | $4,939-80.3% | $3,224-69.8% |
| Admin fee / account holder | $32 | $116-72.1% | $13,881-99.8% | $110-70.7% |