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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $136,228 |
PROSPERA FINANCIAL SERVICES4+ years Filed as: PROSPERA FINANCIAL SERVICE, INC. Service code 27 | Advisory (Plan) | $54,194 |
CECILCO4+ years Service code 13 14881 QUARUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $30,227 |
PROSPERA FINANCIAL SERVICES4+ 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 | $31,956 | $72,303-55.8% | $86,691-63.1% | $64,814-50.7% |
| Participation rate | 86.8% | 80.4%+6.3pp | 76.6%+10.2pp | 71.5%+15.3pp |
| Annual return | -14.59% | 392.77%-407.4pp | 35.94%-50.5pp | 32.84%-47.4pp |
| Employer contribution / active EE | $1,143 | $2,393-52.2% | $2,837-59.7% | $2,507-54.4% |
| Participant deferral / active EE | $3,551 | $4,660-23.8% | $4,656-23.7% | $4,310-17.6% |
| Admin fee / account holder | $161 | $174-7.6% | $7,492-97.9% | $188-14.4% |