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| Provider | Service type | Compensation |
|---|---|---|
CIUNI & PANICHI, INC.2+ years Filed as: CIUNI & PANICHI, LLC Service code 10 · EIN 34-1322309 | Accounting | $14,720 |
HUNTINGTON NATIONAL BANK2+ years Filed as: FIRST MERIT BANK Service code 15 · EIN 34-0229840 | Recordkeeping | $12,402 |
TEAMSTERS LOCAL UNION NO. 2932+ years Service code 13 · EIN 51-0151830 | Contract Administrator | $10,527 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,636 | $46,072-83.4% | $69,779-89.1% | $55,167-86.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 4.87% | 8.68%-3.8pp | 12.99%-8.1pp | 169.23%-164.4pp |
| Employer contribution / active EE | $258 | $1,500-82.8% | $2,338-89.0% | $1,963-86.8% |
| Participant deferral / active EE | $130 | $2,344-94.5% | $2,931-95.6% | $3,054-95.7% |
| Admin fee / account holder | $163 | $428-61.8% | $4,381-96.3% | $504-67.6% |