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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK5+ years Service code 27 40 PEARL ST NW MI 230 · GRAND RAPIDS, MI 49506 | Advisory (Plan) | $28,332 |
THE VANGUARD GROUP, INC.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $22,024 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,067 | $76,112-48.7% | $96,534-59.5% | $71,511-45.4% |
| Participation rate | 98.8% | 74.4%+24.4pp | 76.0%+22.8pp | 67.9%+30.8pp |
| Annual return | 21.93% | 22.81%-0.9pp | 25.88%-3.9pp | 28.86%-6.9pp |
| Employer contribution / active EE | $833 | $2,248-63.0% | $2,965-71.9% | $2,589-67.8% |
| Participant deferral / active EE | $4,318 | $4,217+2.4% | $4,851-11.0% | $4,291+0.6% |
| Admin fee / account holder | $175 | $2,708-93.5% | $8,253-97.9% | $1,588-89.0% |