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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $30,132 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $14,312 |
HUNTINGTON NATIONAL BANK2 years Filed as: THE HUNTINGTON NATIONAL BANK Service code 27 8401 PENDLETON PIKE · INDIANAPOLIS, IN 46226 | Advisory (Plan) | $12,530 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,925 | $100,272+36.6% | $170,057-19.5% | $74,473+83.9% |
| Participation rate | 23.2% | 87.4%-64.1pp | 87.0%-63.8pp | 70.7%-47.5pp |
| Annual return | 17.65% | 66.12%-48.5pp | 53.42%-35.8pp | 34.36%-16.7pp |
| Employer contribution / active EE | $263 | $4,266-93.8% | $6,790-96.1% | $2,638-90.0% |
| Participant deferral / active EE | $6,349 | $7,147-11.2% | $10,411-39.0% | $4,530+40.1% |
| Admin fee / account holder | $587 | $235+150.3% | $12,826-95.4% | $347+69.2% |