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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK1+ years Service code 16 7 EASTON OVAL · COLUMBUS, OH 43219 | Consulting | $45,000 |
PLANTE & MORAN, PLLC1+ years Filed as: PLANTE AND MORAN Service code 10 16060 COLLECTIONS CENTER DRIVE · CHICAGO, IL 60693 | Accounting | $28,710 |
T ROWE PRICE RPS INC1+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $23,970 |
GUIDESPARK1+ years Filed as: GUIDESPARK INC Service code 16 1350 WILLOW ROAD · MENLO PARK, CA 94025 | Consulting | $11,250 |
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS LLC Service code 16 P O BOX 202617 · DALLAS, TX 75320 | Consulting | $11,000 |
OGLETREE DEAKINS1+ years Filed as: OGLETREE DEAKINS NASH SMOAK AND STE Service code 10 PO BOX 89 · COLUMBIA, SC 29202 | Accounting | $7,154 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,802 | $71,957+22.0% | $67,652+29.8% | $59,188+48.3% |
| Participation rate | 98.7% | 82.7%+16.0pp | 75.7%+23.0pp | 69.4%+29.3pp |
| Annual return | -4.99% | 8.53%-13.5pp | 6625.40%-6630.4pp | 5.51%-10.5pp |
| Employer contribution / active EE | $4,493 | $2,432+84.8% | $2,266+98.3% | $2,098+114.2% |
| Participant deferral / active EE | $4,705 | $4,211+11.7% | $3,560+32.2% | $3,265+44.1% |
| Admin fee / account holder | $29 | $64-55.4% | $4,821-99.4% | $92-69.0% |