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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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,428 | $64,176-4.3% | $112,249-45.3% | $66,938-8.2% |
| Participation rate | 39.9% | 68.4%-28.6pp | 75.1%-35.2pp | 69.8%-29.9pp |
| Annual return | -13.52% | -13.80%+0.3pp | 27.48%-41.0pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,340 | $3,007-55.4% | $3,636-63.2% | $2,545-47.4% |
| Participant deferral / active EE | $2,837 | $3,694-23.2% | $4,729-40.0% | $4,238-33.1% |
| Admin fee / account holder | $654 | $626+4.4% | $6,412-89.8% | $594+10.1% |