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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK3+ years Service code 15 · EIN 31-0966785 | Recordkeeping | $26,733 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,551 |
Service code 27 · EIN 34-1660652 108 W WESTERN RESERVE RD. · YOUNGSTOWN, OH 44514 | Advisory (Plan) | $19,432 |
Service code 13 · EIN 34-1760227 108 W WESTERN RESERVE RD · YOUNGSTOWN, OH 44514 | Contract Administrator | $3,192 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $111 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,032 | $64,909+3.3% | $82,312-18.6% | $62,293+7.6% |
| Participation rate | 94.8% | 74.9%+20.0pp | 76.9%+17.9pp | 69.5%+25.3pp |
| Annual return | 17.99% | 21.18%-3.2pp | 25.88%-7.9pp | 28.90%-10.9pp |
| Employer contribution / active EE | $2,602 | $1,676+55.2% | $2,428+7.1% | $2,042+27.4% |
| Participant deferral / active EE | $4,222 | $3,103+36.0% | $3,706+13.9% | $3,169+33.2% |
| Admin fee / account holder | $171 | $440-61.0% | $5,608-96.9% | $479-64.3% |