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| Provider | Service type | Compensation |
|---|---|---|
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $19,398 |
HUNTINGTON NATIONAL BANK1 year Filed as: THE HUNTINGTON INVESTMENT COMPANY Service code 22 · EIN 31-1316299 | Insurance Broker | $9,430 |
HUNTINGTON NATIONAL BANK5+ years Filed as: HUNTINGTON BANK Service code 15 · EIN 31-0966785 | Recordkeeping | $2,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $85,684 | $25,302+238.6% | $74,722+14.7% | $67,579+26.8% |
| Participation rate | 6.3% | 37.8%-31.5pp | 54.5%-48.2pp | 71.3%-65.0pp |
| Annual return | 17.03% | 10291.17%-10274.1pp | 753.11%-736.1pp | 378.56%-361.5pp |
| Employer contribution / active EE | $149 | $446-66.7% | $1,084-86.3% | $2,148-93.1% |
| Participant deferral / active EE | $227 | $954-76.2% | $1,963-88.4% | $3,539-93.6% |
| Admin fee / account holder | $407 | $108+278.2% | $3,335-87.8% | $142+186.1% |