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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 28 5429 LBJ FREEWAY · DALLAS, TX 75240 | Investment Management | $8,601 |
NATIONWIDE1 year Filed as: NATIONWIDE FINANCIAL Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $6,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,985 | $84,499-63.3% | $125,391-75.3% | $66,949-53.7% |
| Participation rate | 44.9% | 76.4%-31.5pp | 82.4%-37.5pp | 69.8%-24.9pp |
| Annual return | -16.46% | -8.49%-8.0pp | 572.41%-588.9pp | 1.57%-18.0pp |
| Employer contribution / active EE | $1,616 | $3,554-54.5% | $4,816-66.4% | $2,545-36.5% |
| Participant deferral / active EE | $2,627 | $6,785-61.3% | $7,448-64.7% | $4,239-38.0% |
| Admin fee / account holder | $153 | $685-77.7% | $10,009-98.5% | $594-74.3% |