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| Provider | Service type | Compensation |
|---|---|---|
BARCLAY PLANNING GROUP1 year Service code 15 · EIN 38-3466149 345 DIVERSION STREET, SUITE 400 · ROCHESTER, MI 48307 | Recordkeeping | $7,084 |
Filed as: LEAFHOUSE FINANCAL ADVISORS, LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $1,661 |
HUNTINGTON NATIONAL BANK1 year Filed as: THE HUNTINGTON INVESTMENT COMPANY Service code 22 · EIN 31-1316299 41 S. HIGH STREET · COLUMBUS, OH 432876101 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $49,933 | $65,376-23.6% | $87,104-42.7% | $65,185-23.4% |
| Participation rate | 67.9% | 75.3%-7.4pp | 76.9%-9.0pp | 70.2%-2.3pp |
| Annual return | 1.73% | 31.27%-29.5pp | 28.19%-26.5pp | 29.38%-27.7pp |
| Employer contribution / active EE | $983 | $1,822-46.0% | $2,521-61.0% | $2,177-54.8% |
| Participant deferral / active EE | $3,188 | $3,388-5.9% | $4,048-21.2% | $3,514-9.3% |
| Admin fee / account holder | $272 | $520-47.7% | $7,491-96.4% | $847-67.9% |