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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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,110 | $76,112+6.6% | $96,544-16.0% | $71,529+13.4% |
| Participation rate | 53.7% | 74.4%-20.7pp | 76.0%-22.3pp | 67.9%-14.3pp |
| Annual return | 13.89% | 22.80%-8.9pp | 25.88%-12.0pp | 28.97%-15.1pp |
| Employer contribution / active EE | $940 | $2,248-58.2% | $2,966-68.3% | $2,590-63.7% |
| Participant deferral / active EE | $2,985 | $4,217-29.2% | $4,851-38.5% | $4,291-30.4% |
| Admin fee / account holder | $433 | $2,708-84.0% | $8,254-94.7% | $1,588-72.7% |