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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $61,935 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
HUNTINGTON NATIONAL BANK2 years Filed as: THE HUNTINGTON INVESTMENT COMPANY Service code 49 41 S HIGH ST · COLUMBUS, OH 43287 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,641 | $44,989-60.8% | $170,435-89.6% | $77,958-77.4% |
| Participation rate | 35.7% | 64.6%-28.9pp | 83.6%-47.9pp | 71.6%-36.0pp |
| Annual return | 10.08% | 19.61%-9.5pp | 205.94%-195.9pp | 20.87%-10.8pp |
| Employer contribution / active EE | $174 | $1,466-88.1% | $5,432-96.8% | $2,310-92.5% |
| Participant deferral / active EE | $875 | $2,208-60.4% | $4,939-82.3% | $3,537-75.3% |
| Admin fee / account holder | $66 | $69-4.4% | $13,881-99.5% | $97-32.3% |