Filed September 29, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STRAIGHTLINE1+ years Filed as: STRAIGHTLINE GROUP LLC Service code 26 · EIN 37-1433079 | Advisory (Participants) | $8,950 |
HUNTINGTON NATIONAL BANK1+ years Filed as: HUNTINGTON BANK Service code 15 · EIN 31-0966785 | Recordkeeping | $3,276 |
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.
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 | $78,973 | $52,884+49.3% | $84,753-6.8% | $55,167+43.2% |
| Participation rate | 97.4% | 67.5%+29.9pp | 76.6%+20.8pp | 69.0%+28.4pp |
| Annual return | -1.57% | 18.03%-19.6pp | 22.78%-24.4pp | 169.23%-170.8pp |
| Employer contribution / active EE | $3,097 | $2,233+38.7% | $3,574-13.4% | $1,963+57.8% |
| Participant deferral / active EE | $3,191 | $2,644+20.7% | $3,712-14.0% | $3,054+4.5% |
| Admin fee / account holder | $311 | $581-46.5% | $5,333-94.2% | $504-38.3% |