Filed September 5, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK2 years Service code 13 519 MADISON AVE. · TOLEDO, OH 43604 | Contract Administrator | $1,185 |
Filed as: GREAT-WEST LIFE & ANNUITY INSUR CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,354 | $71,192-79.8% | $117,860-87.8% | $62,293-77.0% |
| Participation rate | 55.9% | 74.2%-18.4pp | 79.7%-23.8pp | 69.5%-13.7pp |
| Annual return | 24.02% | 18.66%+5.4pp | 335.10%-311.1pp | 28.90%-4.9pp |
| Employer contribution / active EE | $1,036 | $1,934-46.4% | $3,786-72.6% | $2,042-49.3% |
| Participant deferral / active EE | $1,673 | $3,189-47.5% | $4,482-62.7% | $3,169-47.2% |
| Admin fee / account holder | $5 | $587-99.2% | $8,021-99.9% | $479-99.0% |