Filed November 17, 2017
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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) | $41,512 |
NATIONWIDE10+ years Service code 15 · EIN 31-4177100 ONE NATIONWIDE · COLUMBUS, OH 43215 | Recordkeeping | $23,324 |
CECILCO10+ years Service code 13 · EIN 75-2452820 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $15,480 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,756 | $52,507-41.4% | $129,406-76.2% | $74,478-58.7% |
| Participation rate | 89.6% | 53.9%+35.7pp | 69.6%+19.9pp | 67.2%+22.4pp |
| Annual return | 12.15% | 15.64%-3.5pp | 9468.18%-9456.0pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $2,061 | $1,534+34.3% | $4,155-50.4% | $2,626-21.5% |
| Participant deferral / active EE | $3,907 | $2,801+39.5% | $4,167-6.3% | $4,350-10.2% |
| Admin fee / account holder | $196 | $2,639-92.6% | $7,689-97.5% | $1,946-90.0% |