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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) | $4,652 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,579 | $122,239+19.1% | $184,203-21.0% | $74,495+95.4% |
| Participation rate | 98.7% | 85.5%+13.2pp | 86.8%+11.9pp | 67.2%+31.5pp |
| Annual return | 7.50% | 19.95%-12.4pp | 28.81%-21.3pp | 1364.94%-1357.4pp |
| Employer contribution / active EE | $8,479 | $4,537+86.9% | $6,427+31.9% | $2,623+223.3% |
| Participant deferral / active EE | $5,944 | $7,139-16.7% | $9,131-34.9% | $4,346+36.8% |
| Admin fee / account holder | $22 | $1,260-98.3% | $13,901-99.8% | $1,942-98.9% |