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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK3+ years Service code 16 7 EASTON OVAL · COLUMBUS, OH 43219 | Consulting | $40,000 |
T ROWE PRICE RPS INC3+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $30,515 |
THE LAMPO GROUP, INC.1 year Filed as: THE LAMPO GROUP INC. Service code 16 1749 MALLORY LANE · BRENTWOOD, TN 37027 | Consulting | $25,000 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN, PLLC Service code 10 2601 CAMBRIDGE COURT, SUITE 500 · AUBURN HILLS, MI 48326 | Accounting | $23,000 |
Filed as: WILLIS TOWERS WATSON Service code 26 1500 MARKET ST · PHILADELPHIA, PA 19102 | Advisory (Participants) | $7,200 |
GUIDESPARK3+ years Filed as: GUIDESPARK INC Service code 50 PO BOX 8365 · PASADENA, CA 91109 | Direct Payment | $6,562 |
OGLETREE DEAKINS2 years Filed as: OGLETREE,DEAKINS,NASH,SMOAK & STEWA Service code 29 PO BOX 89 · COLUMBIA, SC 29202 | Legal | $6,321 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,660 | $88,730+22.5% | $82,312+32.0% | $77,958+39.4% |
| Participation rate | 98.4% | 84.5%+13.9pp | 76.9%+21.5pp | 71.6%+26.8pp |
| Annual return | 24.21% | 20.88%+3.3pp | 25.88%-1.7pp | 20.87%+3.3pp |
| Employer contribution / active EE | $5,173 | $2,758+87.5% | $2,428+113.0% | $2,310+123.9% |
| Participant deferral / active EE | $5,465 | $4,634+17.9% | $3,706+47.5% | $3,537+54.5% |
| Admin fee / account holder | $28 | $74-62.0% | $5,608-99.5% | $97-71.2% |