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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK3 years Service code 16 · EIN 31-0966785 | Consulting | $113,460 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $98,003 |
PRONVEST3 years Service code 26 · EIN 62-1823351 | Advisory (Participants) | $11,998 |
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 | $101,878 | $72,303+40.9% | $86,691+17.5% | $64,814+57.2% |
| Participation rate | 96.3% | 80.4%+15.9pp | 76.6%+19.7pp | 71.5%+24.8pp |
| Annual return | 0.85% | 392.77%-391.9pp | 35.94%-35.1pp | 32.84%-32.0pp |
| Employer contribution / active EE | $5,162 | $2,393+115.7% | $2,837+82.0% | $2,507+105.9% |
| Participant deferral / active EE | $7,455 | $4,660+60.0% | $4,656+60.1% | $4,310+73.0% |
| Admin fee / account holder | $17 | $174-90.5% | $7,492-99.8% | $188-91.2% |