Filed January 14, 2026 (most recent of 2 filings on file)
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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) | $27,842 |
MGKS10+ years Service code 15 · EIN 86-1001235 7600 N. 16TH STE 240 · PHOENIX, AZ 85020 | Recordkeeping | $5,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,929 | $55,470+13.4% | $155,556-59.5% | $74,478-15.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 9.26% | 269.80%-260.5pp | 64.84%-55.6pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $4,451 | $2,267+96.4% | $4,675-4.8% | $2,626+69.5% |
| Participant deferral / active EE | $5,244 | $2,838+84.8% | $5,631-6.9% | $4,350+20.6% |
| Admin fee / account holder | $275 | $1,744-84.2% | $15,885-98.3% | $1,946-85.9% |