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| Provider | Service type | Compensation |
|---|---|---|
PROSPERA FINANCIAL SERVICES2 years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 28 5429 LBJ FREEWAY · DALLAS, TX 75240 | Investment Management | $11,326 |
NATIONWIDE2 years Filed as: NATIONWIDE FINANCIAL Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $7,941 |
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 | $41,745 | $95,417-56.3% | $135,974-69.3% | $74,460-43.9% |
| Participation rate | 33.2% | 78.2%-45.0pp | 81.9%-48.7pp | 70.7%-37.5pp |
| Annual return | 20.10% | 32.76%-12.7pp | 68.30%-48.2pp | 34.38%-14.3pp |
| Employer contribution / active EE | $1,327 | $3,878-65.8% | $4,859-72.7% | $2,638-49.7% |
| Participant deferral / active EE | $2,263 | $7,789-70.9% | $7,760-70.8% | $4,530-50.0% |
| Admin fee / account holder | $186 | $266-30.1% | $10,767-98.3% | $348-46.5% |