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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $90,058 |
CECILCO9+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $35,589 |
PROSPERA FINANCIAL SERVICES9+ years Filed as: PROSPERA FINANCIAL Service code 27 | Advisory (Plan) | $5,942 |
PROSPERA FINANCIAL SERVICES9+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,311 | $65,390+88.6% | $169,385-27.2% | $71,495+72.5% |
| Participation rate | 92.4% | 67.0%+25.4pp | 77.2%+15.2pp | 67.9%+24.4pp |
| Annual return | 8.59% | 21.31%-12.7pp | 405.82%-397.2pp | 28.85%-20.3pp |
| Employer contribution / active EE | $6,517 | $2,079+213.5% | $4,012+62.4% | $2,589+151.7% |
| Participant deferral / active EE | $4,104 | $4,367-6.0% | $6,221-34.0% | $4,291-4.3% |
| Admin fee / account holder | $437 | $1,324-67.0% | $9,011-95.2% | $1,588-72.5% |