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 | $69,708+7.3% | $67,560+10.7% | $74,478+0.4% |
| Participation rate | 75.0% | 71.4%+3.6pp | 72.9%+2.1pp | 67.2%+7.8pp |
| Annual return | 14.89% | -40.67%+55.6pp | 3533.50%-3518.6pp | 1370.56%-1355.7pp |
| Employer contribution / active EE | $4,229 | $2,715+55.8% | $2,737+54.5% | $2,626+61.0% |
| Participant deferral / active EE | $7,800 | $3,637+114.5% | $4,004+94.8% | $4,350+79.3% |
| Admin fee / account holder | $36 | $887-96.0% | $3,994-99.1% | $1,946-98.2% |