Filed December 30, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $22,959 |
HUNTINGTON NATIONAL BANK3 years Filed as: HUNTINGTON BANK Service code 10 · EIN 31-0966785 | Accounting | $12,400 |
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 | $13,932 | $46,332-69.9% | $143,799-90.3% | $64,819-78.5% |
| Participation rate | 86.0% | 64.2%+21.7pp | 80.3%+5.6pp | 71.5%+14.5pp |
| Annual return | -15.12% | -10.05%-5.1pp | -0.04%-15.1pp | 32.84%-48.0pp |
| Employer contribution / active EE | $2,911 | $1,911+52.3% | $4,952-41.2% | $2,507+16.1% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $65 | $154-57.7% | $14,677-99.6% | $188-65.3% |