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| Provider | Service type | Compensation |
|---|---|---|
SUTTLE & STALNAKER, PLLC1 year Service code 10 · EIN 55-0538163 | Accounting | $15,500 |
HUNTINGTON NATIONAL BANK2+ years Service code 15 · EIN 31-0966785 | Recordkeeping | $6,960 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,116 | $42,546-50.4% | $71,796-70.6% | $55,167-61.7% |
| Participation rate | 74.4% | 59.1%+15.3pp | 69.1%+5.3pp | 69.0%+5.4pp |
| Annual return | 5.38% | 12.36%-7.0pp | 78.04%-72.7pp | 169.23%-163.9pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $976 | $2,064-52.7% | $2,794-65.1% | $3,054-68.0% |
| Admin fee / account holder | $202 | $650-68.9% | $4,815-95.8% | $504-59.8% |