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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $67,929 |
CECILCO3+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $23,708 |
PROSPERA FINANCIAL SERVICES3+ years Filed as: PROSPERA FINANCIAL Service code 27 | Advisory (Plan) | $6,329 |
PROSPERA FINANCIAL SERVICES3+ 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.
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 | $100,012 | $52,639+90.0% | $185,117-46.0% | $62,293+60.6% |
| Participation rate | 90.7% | 63.9%+26.8pp | 77.3%+13.4pp | 69.5%+21.1pp |
| Annual return | 8.73% | 19.57%-10.8pp | 40.50%-31.8pp | 28.90%-20.2pp |
| Employer contribution / active EE | $5,601 | $1,483+277.7% | $4,182+33.9% | $2,042+174.2% |
| Participant deferral / active EE | $2,779 | $3,097-10.3% | $5,045-44.9% | $3,169-12.3% |
| Admin fee / account holder | $395 | $374+5.7% | $8,159-95.2% | $479-17.6% |