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| Provider | Service type | Compensation |
|---|---|---|
CHEMICAL BANK1 year Filed as: CHEMICAL BANK WEALTH MANAGEMENT Service code 25 · EIN 38-0415896 | Directed Trustee | $8,951 |
Service code 26 38 FOUNTAIN SQUARE PLAZE · CINCINNATI, OH 45263 | Advisory (Participants) | $5,646 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,289 | $65,376-58.3% | $87,100-68.7% | $65,185-58.1% |
| Participation rate | 38.9% | 75.3%-36.4pp | 76.9%-37.9pp | 70.2%-31.3pp |
| Annual return | 16.44% | 31.27%-14.8pp | 28.19%-11.8pp | 29.38%-12.9pp |
| Employer contribution / active EE | $0 | $1,822-100.0% | $2,521-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $936 | $3,388-72.4% | $4,049-76.9% | $3,514-73.4% |
| Admin fee / account holder | $195 | $520-62.4% | $7,497-97.4% | $847-76.9% |