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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,695 |
CECILCO2+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $22,902 |
PROSPERA FINANCIAL SERVICES2+ years Filed as: PROSPERA FINANCIAL Service code 27 | Advisory (Plan) | $5,857 |
PROSPERA FINANCIAL SERVICES2+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 5429 LBJ FRWY · DALLAS, TX 751832551 | Advisory (Plan) | $0 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,038 | $56,054+73.1% | $171,082-43.3% | $62,881+54.3% |
| Participation rate | 87.9% | 62.9%+25.0pp | 76.7%+11.2pp | 69.3%+18.6pp |
| Annual return | 2.54% | 22.52%-20.0pp | 32.56%-30.0pp | 20.14%-17.6pp |
| Employer contribution / active EE | $6,407 | $1,731+270.1% | $4,002+60.1% | $2,281+180.9% |
| Participant deferral / active EE | $3,451 | $3,158+9.3% | $4,797-28.1% | $3,203+7.7% |
| Admin fee / account holder | $417 | $3,647-88.6% | $8,520-95.1% | $4,296-90.3% |