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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $78,484 |
CECILCO4+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $26,346 |
PROSPERA FINANCIAL SERVICES4+ years Filed as: PROSPERA FINANCIAL Service code 27 | Advisory (Plan) | $7,060 |
PROSPERA FINANCIAL SERVICES4+ 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.)
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 | $94,968 | $48,576+95.5% | $169,452-44.0% | $56,287+68.7% |
| Participation rate | 92.9% | 65.8%+27.0pp | 77.8%+15.1pp | 69.9%+23.0pp |
| Annual return | -3.12% | -2.51%-0.6pp | 1.83%-5.0pp | -9.96%+6.8pp |
| Employer contribution / active EE | $5,586 | $1,559+258.3% | $4,157+34.4% | $2,111+164.6% |
| Participant deferral / active EE | $3,141 | $3,275-4.1% | $5,277-40.5% | $3,350-6.2% |
| Admin fee / account holder | $437 | $435+0.5% | $9,110-95.2% | $521-16.1% |