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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK1 year Filed as: THE HUNTINGTON NATIONAL BANK Service code 27 · EIN 31-0966785 | Advisory (Plan) | $18,067 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $13,099 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $2,265 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $1,700 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,603 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,314 | $71,516-33.8% | $98,439-51.9% | $71,457-33.8% |
| Participation rate | 78.6% | 72.7%+5.9pp | 75.2%+3.5pp | 67.9%+10.7pp |
| Annual return | 19.90% | 32.41%-12.5pp | 21.16%-1.3pp | 28.85%-9.0pp |
| Employer contribution / active EE | $508 | $2,399-78.8% | $3,048-83.3% | $2,588-80.4% |
| Participant deferral / active EE | $2,828 | $4,109-31.2% | $4,738-40.3% | $4,289-34.1% |
| Admin fee / account holder | $32 | $1,675-98.1% | $8,948-99.6% | $1,587-98.0% |