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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK1 year Service code 16 · EIN 31-0966785 | Consulting | $7,799 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $5,698 |
PRONVEST1 year Service code 26 · EIN 62-1823351 | Advisory (Participants) | $5,116 |
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 | $116,995 | $79,519+47.1% | $95,960+21.9% | $73,412+59.4% |
| Participation rate | 95.3% | 81.2%+14.1pp | 77.1%+18.2pp | 72.2%+23.1pp |
| Annual return | 14.80% | 19.20%-4.4pp | 91.63%-76.8pp | 59.30%-44.5pp |
| Employer contribution / active EE | $5,166 | $2,048+152.3% | $2,541+103.3% | $2,234+131.3% |
| Participant deferral / active EE | $7,502 | $4,138+81.3% | $4,167+80.1% | $3,806+97.1% |
| Admin fee / account holder | $22 | $184-88.2% | $6,797-99.7% | $158-86.2% |