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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,537 |
HUNTINGTON NATIONAL BANK3 years Filed as: THE HUNTINGTON INVESTMENT CO Service code 27 · EIN 31-0966785 | Advisory (Plan) | $18,659 |
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES INC Service code 13 · EIN 74-2715820 | Contract Administrator | $9,241 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,551 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,110 | $76,050+6.7% | $96,544-16.0% | $71,457+13.5% |
| Participation rate | 53.7% | 74.4%-20.7pp | 76.0%-22.3pp | 67.9%-14.3pp |
| Annual return | 13.89% | 22.81%-8.9pp | 25.84%-12.0pp | 28.85%-15.0pp |
| Employer contribution / active EE | $940 | $2,244-58.1% | $2,965-68.3% | $2,588-63.7% |
| Participant deferral / active EE | $2,985 | $4,215-29.2% | $4,851-38.5% | $4,289-30.4% |
| Admin fee / account holder | $433 | $2,707-84.0% | $8,252-94.7% | $1,587-72.7% |