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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC2 years Filed as: UBS FINANCIAL SERVICES, INC. Service code 26 5007 HORIZONS DRIVE · COLUMBUS, OH 43220 | Advisory (Participants) | $12,276 |
KEVIN J. DRISCOLL1 year Filed as: KEVIN FOLEY Service code 26 RAYMOND JAMES FINANCIAL SERVICES · WORTHINGTON, OH 43085 | Advisory (Participants) | $11,458 |
BUDROS, RUHLIN & ROE, INC.3+ years Filed as: BUDROS RUHLIN & ROE Service code 26 · EIN 31-1237051 | Advisory (Participants) | $10,768 |
AMERICAN FUNDS2 years Filed as: ADVANCE ASSET MANAGEMENT ADVISORS, Service code 26 4995 BRADENTON AVE. · DUBLIN, OH 43017 | Advisory (Participants) | $9,248 |
SUNTRUST BANKS, INC.1 year Filed as: SCOTT LUCAS Service code 26 WISDOM WEALTH · WORTHINGTON, OH 43085 | Advisory (Participants) | $7,843 |
Filed as: LEVEL PARTNERS MGT., INC. Service code 26 600 MORRISON ROAD · GAHANNA, OH 43230 | Advisory (Participants) | $7,597 |
Service code 26 5007 HORIZONS DRIVE · COLUMBUS, OH 43220 | Advisory (Participants) | $7,108 |
Filed as: PETER WATERLOO Service code 26 UBS FINANCIAL SERVICES · SAN FRANCISCO, CA 94104 | Advisory (Participants) | $6,102 |
PDS PLANNING, INC.2 years Service code 26 PO BOX 163190 · COLUMBUS, OH 43216 | Advisory (Participants) | $6,047 |
PORTFOLIO EVALUATIONS, INC.2 years Filed as: PORTFOLIO SOLUTIONS, LLC Service code 26 900 WILSHIRE DRIVE · TROY, MI 48084 | Advisory (Participants) | $6,004 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,461-100.0% | $170,436-100.0% | $147,585-100.0% |
| Participation rate | 0.0% | 88.0%-88.0pp | 83.6%-83.6pp | 82.8%-82.8pp |
| Annual return | -95.58% | 257.30%-352.9pp | 205.94%-301.5pp | 578.57%-674.2pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |