Filed November 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $4,793 |
INTAC ACTUARIAL SERVICES8 years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 26 · EIN 22-2446239 PO BOX 55970 · BOSTON, MA 02205 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,793 | $69,745+7.2% | $67,511+10.8% | $74,546+0.3% |
| Participation rate | 75.0% | 71.3%+3.7pp | 72.9%+2.1pp | 67.2%+7.8pp |
| Annual return | 14.89% | -40.37%+55.3pp | 3517.41%-3502.5pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $4,229 | $2,705+56.3% | $2,733+54.8% | $2,624+61.1% |
| Participant deferral / active EE | $7,800 | $3,636+114.5% | $4,000+95.0% | $4,347+79.4% |
| Admin fee / account holder | $36 | $894-96.0% | $3,999-99.1% | $1,944-98.2% |