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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER3 years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $75,014 |
ADP BROKER-DEALER3 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
HUNTINGTON NATIONAL BANK3 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,953 | $45,382-69.3% | $154,111-90.9% | $75,289-81.5% |
| Participation rate | 32.1% | 65.9%-33.8pp | 83.0%-50.9pp | 72.4%-40.3pp |
| Annual return | 1.36% | -0.47%+1.8pp | 735.18%-733.8pp | -0.04%+1.4pp |
| Employer contribution / active EE | $151 | $1,533-90.1% | $5,298-97.1% | $2,405-93.7% |
| Participant deferral / active EE | $725 | $2,384-69.6% | $5,081-85.7% | $3,739-80.6% |
| Admin fee / account holder | $66 | $89-26.2% | $13,411-99.5% | $102-35.6% |