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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 | Recordkeeping | $44,150 |
Filed as: LEAFHOUSE FINANCAL ADVISORS, LLC Service code 27 · EIN 26-4311657 | Advisory (Plan) | $10,811 |
BARCLAY PLANNING GROUP1 year Filed as: BARCLAY PLANNING GROUP, LLC Service code 15 · EIN 38-3466149 345 DIVERSION STREET · ROCHESTER, MI 48307 | Recordkeeping | $6,418 |
HUNTINGTON NATIONAL BANK2 years Filed as: THE HUNTINGTON INVESTMENT COMPANY Service code 22 · EIN 31-1316299 41 S. HIGH STREET · COLUMBUS, OH 432876101 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,588 | $73,638-23.2% | $95,960-41.0% | $73,493-23.0% |
| Participation rate | 74.8% | 76.2%-1.3pp | 77.1%-2.2pp | 70.7%+4.2pp |
| Annual return | 8.41% | 16.78%-8.4pp | 91.63%-83.2pp | 28.51%-20.1pp |
| Employer contribution / active EE | $1,484 | $1,863-20.3% | $2,541-41.6% | $2,270-34.6% |
| Participant deferral / active EE | $4,048 | $3,617+11.9% | $4,167-2.9% | $3,740+8.2% |
| Admin fee / account holder | $341 | $482-29.2% | $6,797-95.0% | $513-33.5% |