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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK2+ years Service code 21 · EIN 31-0966785 | Bank Trustee | $108,852 |
PRONVEST2+ years Service code 28 1203 CARTER STREET · CHATTANOOGA, TN 37402 | Investment Management | $72,636 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $101,548 | $63,905+58.9% | $74,184+36.9% | $57,658+76.1% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.6%+15.6pp | 70.2%+22.0pp |
| Annual return | 5.18% | 60.60%-55.4pp | 17.74%-12.6pp | 5.13%0pp |
| Employer contribution / active EE | $3,287 | $1,840+78.6% | $2,370+38.7% | $1,974+66.5% |
| Participant deferral / active EE | $6,132 | $3,448+77.8% | $3,550+72.7% | $3,061+100.3% |
| Admin fee / account holder | $438 | $91+381.3% | $5,586-92.2% | $95+363.7% |