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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK2 years Service code 27 41 S HIGH ST · COLUMBUS, OH 43215 | Advisory (Plan) | $23,359 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,113 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,229 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,048 | $49,451+13.3% | $79,580-29.6% | $66,938-16.3% |
| Participation rate | 55.8% | 61.3%-5.6pp | 69.5%-13.7pp | 69.8%-14.0pp |
| Annual return | -13.94% | 84.25%-98.2pp | 0.15%-14.1pp | 1.58%-15.5pp |
| Employer contribution / active EE | $1,198 | $1,266-5.4% | $2,413-50.4% | $2,545-52.9% |
| Participant deferral / active EE | $2,326 | $3,159-26.4% | $3,985-41.6% | $4,238-45.1% |
| Admin fee / account holder | $299 | $595-49.7% | $6,835-95.6% | $594-49.6% |