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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) | $27,933 |
Filed as: SCHMIDT ADVISORY SERVICES INC Service code 26 · EIN 36-3875540 2100 SANDERS RD · NORTHBROOK, IL 60062 | Advisory (Participants) | $4,032 |
ASCENSUS LLC1 year Filed as: PENSION ADMINISTRATORS, INC Service code 26 · EIN 36-3111655 1626 COLONIAL PKWY · INVERNESS, IL 60667 | Advisory (Participants) | $1,320 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,357 | $79,223-22.6% | $102,460-40.1% | $74,478-17.6% |
| Participation rate | 52.6% | 74.8%-22.2pp | 76.5%-23.9pp | 67.2%-14.6pp |
| Annual return | 9.24% | 54.98%-45.7pp | 29.47%-20.2pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $242 | $2,363-89.7% | $3,025-92.0% | $2,626-90.8% |
| Participant deferral / active EE | $1,259 | $4,417-71.5% | $5,056-75.1% | $4,350-71.1% |
| Admin fee / account holder | $452 | $2,003-77.4% | $9,460-95.2% | $1,946-76.8% |