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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT1 year Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $16,810 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $68,678 | $55,446+23.9% | $155,574-55.9% | $74,429-7.7% |
| Participation rate | 68.9% | 61.9%+7.0pp | 78.2%-9.3pp | 67.2%+1.7pp |
| Annual return | 23.43% | 269.20%-245.8pp | 64.87%-41.4pp | 1368.38%-1345.0pp |
| Employer contribution / active EE | $292 | $2,266-87.1% | $4,676-93.8% | $2,625-88.9% |
| Participant deferral / active EE | $4,590 | $2,836+61.8% | $5,629-18.5% | $4,348+5.5% |
| Admin fee / account holder | $440 | $1,743-74.7% | $15,914-97.2% | $1,944-77.4% |