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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK1 year Service code 26 · EIN 31-0966785 | Advisory (Participants) | $6,898 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,102 | $56,152-55.3% | $185,823-86.5% | $73,409-65.8% |
| Participation rate | 19.8% | 67.6%-47.8pp | 78.0%-58.2pp | 72.2%-52.4pp |
| Annual return | 26.28% | 17.59%+8.7pp | 35.95%-9.7pp | 59.29%-33.0pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,087-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $853 | $3,659-76.7% | $5,632-84.9% | $3,805-77.6% |
| Admin fee / account holder | $168 | $132+27.5% | $9,500-98.2% | $158+6.7% |