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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) | $21,857 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $57,215 | $54,245+5.5% | $93,727-39.0% | $77,762-26.4% |
| Participation rate | 20.8% | 63.9%-43.2pp | 68.7%-47.9pp | 70.6%-49.8pp |
| Annual return | 10.64% | 30.58%-19.9pp | 133.83%-123.2pp | 31.27%-20.6pp |
| Employer contribution / active EE | $149 | $1,168-87.2% | $2,421-93.8% | $2,728-94.5% |
| Participant deferral / active EE | $1,462 | $3,144-53.5% | $4,417-66.9% | $4,651-68.6% |
| Admin fee / account holder | $244 | $575-57.6% | $8,292-97.1% | $433-43.7% |