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| Provider | Service type | Compensation |
|---|---|---|
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: HUNTINGTON RETIREMENT PLAN SERVICES Service code 13 · EIN 31-0966785 | Contract Administrator | $4,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,576 | $69,305-60.2% | $82,312-66.5% | $69,631-60.4% |
| Participation rate | 64.3% | 80.3%-15.9pp | 76.9%-12.6pp | 70.7%-6.4pp |
| Annual return | 22.10% | 21.47%+0.6pp | 25.88%-3.8pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $726 | $1,887-61.5% | $2,428-70.1% | $2,032-64.3% |
| Participant deferral / active EE | $1,376 | $3,568-61.4% | $3,706-62.9% | $3,224-57.3% |
| Admin fee / account holder | $47 | $97-52.1% | $5,608-99.2% | $110-57.8% |