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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $87,038 |
CECILCO6+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $11,272 |
PROSPERA FINANCIAL SERVICES6+ years Filed as: PROSPERA FINANCIAL Service code 27 | Advisory (Plan) | $7,463 |
PROSPERA FINANCIAL SERVICES6+ 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 | $141,487 | $72,027+96.4% | $185,835-23.9% | $79,852+77.2% |
| Participation rate | 92.6% | 65.8%+26.8pp | 78.0%+14.5pp | 69.6%+22.9pp |
| Annual return | 8.12% | 23.13%-15.0pp | 35.96%-27.8pp | 31.72%-23.6pp |
| Employer contribution / active EE | $7,494 | $1,965+281.3% | $4,087+83.3% | $2,471+203.3% |
| Participant deferral / active EE | $4,306 | $3,780+13.9% | $5,633-23.6% | $3,740+15.1% |
| Admin fee / account holder | $526 | $4,513-88.3% | $9,502-94.5% | $5,306-90.1% |