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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) | $9,344 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,562 | $101,317-73.8% | $146,958-81.9% | $74,495-64.3% |
| Participation rate | 50.6% | 75.5%-25.0pp | 82.2%-31.6pp | 67.2%-16.6pp |
| Annual return | 15.09% | 8730.91%-8715.8pp | 418.34%-403.2pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,834 | $7,303-47.5% | $8,070-52.5% | $4,346-11.8% |
| Admin fee / account holder | $88 | $1,739-94.9% | $12,998-99.3% | $1,942-95.4% |