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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $130,545 |
PROSPERA FINANCIAL SERVICES2+ years Filed as: PROSPERA FINANCIAL SERVICE, INC. Service code 27 | Advisory (Plan) | $47,763 |
CECILCO2+ years Service code 13 14881 QUARUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $27,269 |
PROSPERA FINANCIAL SERVICES2+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 5429 LBJ FRW · DALLAS, TX 75240 | Advisory (Plan) | $0 |
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 | $46,118 | $79,519-42.0% | $95,960-51.9% | $73,412-37.2% |
| Participation rate | 91.2% | 81.2%+10.0pp | 77.1%+14.1pp | 72.2%+19.0pp |
| Annual return | 13.39% | 19.20%-5.8pp | 91.63%-78.2pp | 59.30%-45.9pp |
| Employer contribution / active EE | $939 | $2,048-54.1% | $2,541-63.1% | $2,234-58.0% |
| Participant deferral / active EE | $3,829 | $4,138-7.5% | $4,167-8.1% | $3,806+0.6% |
| Admin fee / account holder | $200 | $184+8.4% | $6,797-97.1% | $158+26.5% |