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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $6,797 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
HUNTINGTON NATIONAL BANK1 year Filed as: HUNTINGTON INVESTMENT COMPANY Service code 49 801 WEST BIG BEAVER ROAD · TROY, MI 48084 | Other Services | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,182 | $58,828-86.1% | $78,002-89.5% | $62,881-87.0% |
| Participation rate | 55.2% | 71.1%-15.9pp | 75.5%-20.4pp | 69.3%-14.1pp |
| Annual return | 7.25% | 17.16%-9.9pp | 425.99%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $431 | $1,672-74.2% | $2,470-82.6% | $2,281-81.1% |
| Participant deferral / active EE | $237 | $2,686-91.2% | $3,497-93.2% | $3,203-92.6% |
| Admin fee / account holder | $53 | $4,393-98.8% | $5,481-99.0% | $4,296-98.8% |