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| Provider | Service type | Compensation |
|---|---|---|
HUNTINGTON NATIONAL BANK1 year Filed as: THE HUNTINGTON NATIONAL BANK Service code 28 · EIN 31-0966785 | Investment Management | $19,375 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $601 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,428 | $64,119-4.2% | $112,228-45.3% | $66,914-8.2% |
| Participation rate | 39.9% | 68.5%-28.6pp | 75.1%-35.2pp | 69.8%-29.9pp |
| Annual return | -13.52% | -13.81%+0.3pp | 27.45%-41.0pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,340 | $3,005-55.4% | $3,635-63.1% | $2,544-47.3% |
| Participant deferral / active EE | $2,837 | $3,693-23.2% | $4,728-40.0% | $4,237-33.0% |
| Admin fee / account holder | $654 | $625+4.5% | $6,410-89.8% | $593+10.2% |