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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $82,009 |
PROSPERA FINANCIAL SERVICES6+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 · EIN 75-1832551 5429 LBJ FRW · DALLAS, TX 75240 | Advisory (Plan) | $53,428 |
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,696 |
CECILCO6+ years Service code 13 · EIN 75-2452820 14881 QUARUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $26,754 |
BAIRD FUNDS1 year Filed as: ROBERT CECIL JR Service code 26 · EIN 43-4923457 14881 QUORUM DRIVE SUTIE 340 · DALLAS, TX 75240 | Advisory (Participants) | $12,688 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,614 | $89,123-48.8% | $102,460-55.5% | $77,762-41.3% |
| Participation rate | 89.9% | 80.9%+9.0pp | 76.5%+13.4pp | 70.6%+19.3pp |
| Annual return | 12.70% | 25.05%-12.3pp | 29.47%-16.8pp | 31.27%-18.6pp |
| Employer contribution / active EE | $2,154 | $2,700-20.2% | $3,025-28.8% | $2,728-21.0% |
| Participant deferral / active EE | $3,920 | $5,148-23.9% | $5,056-22.5% | $4,651-15.7% |
| Admin fee / account holder | $202 | $236-14.6% | $9,460-97.9% | $433-53.4% |