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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK1 year Service code 28 · EIN 31-0966785 | Investment Management | $18,342 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $17,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,686 | $77,670-18.0% | $109,163-41.7% | $79,393-19.8% |
| Participation rate | 43.5% | 67.8%-24.3pp | 75.9%-32.4pp | 70.7%-27.2pp |
| Annual return | 17.52% | 23.44%-5.9pp | 25.75%-8.2pp | 116.87%-99.4pp |
| Employer contribution / active EE | $1,252 | $2,798-55.3% | $3,723-66.4% | $2,428-48.4% |
| Participant deferral / active EE | $2,792 | $3,518-20.7% | $4,654-40.0% | $4,046-31.0% |
| Admin fee / account holder | $520 | $732-29.0% | $6,754-92.3% | $627-17.0% |