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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK3 years Service code 27 · EIN 31-0966785 | Advisory (Plan) | $22,005 |
Filed as: TRANSAMERICA LIFE INSRUANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,155 |
Filed as: MESIROW FINANCIAL, INC Service code 27 · EIN 36-3194849 | Advisory (Plan) | $964 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT GROUP - CALIFORNIA Service code 15 · EIN 68-0071806 | Recordkeeping | $940 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,869 | $72,607-35.4% | $90,749-48.4% | $66,914-30.0% |
| Participation rate | 80.6% | 73.7%+6.9pp | 75.7%+4.9pp | 69.8%+10.8pp |
| Annual return | 54.71% | -12.28%+67.0pp | -12.16%+66.9pp | 1.58%+53.1pp |
| Employer contribution / active EE | $441 | $2,369-81.4% | $2,921-84.9% | $2,544-82.7% |
| Participant deferral / active EE | $2,571 | $3,977-35.3% | $4,564-43.7% | $4,237-39.3% |
| Admin fee / account holder | $48 | $707-93.2% | $8,445-99.4% | $593-91.8% |