Filed June 16, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PROSPERA FINANCIAL SERVICES4 years Service code 22 · EIN 75-1832551 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75241 | Insurance Broker | $58,143 |
NATIONWIDE4 years Service code 64 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $40,087 |
Service code 49 · EIN 13-3180178 207 W 25TH ST FL 9 · NEW YORK, NY 10001 | Other Services | $10,423 |
Service code 22 · EIN 26-4311657 6504 BRIDGEPOINT PARKWAY, SUITE 450 · AUSTIN, TX 78730 | Insurance Broker | $2,417 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,767 | $91,710-76.3% | $67,560-67.8% | $77,762-72.0% |
| Participation rate | 95.3% | 76.0%+19.3pp | 72.9%+22.4pp | 70.6%+24.7pp |
| Annual return | 19.80% | 14.88%+4.9pp | 3533.50%-3513.7pp | 31.27%-11.5pp |
| Employer contribution / active EE | $2,046 | $3,187-35.8% | $2,737-25.2% | $2,728-25.0% |
| Participant deferral / active EE | $3,206 | $3,911-18.0% | $4,004-19.9% | $4,651-31.1% |
| Admin fee / account holder | $37 | $245-85.0% | $3,994-99.1% | $433-91.5% |