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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $62,952 |
NATIONWIDE9 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,894 |
PROSPERA FINANCIAL SERVICES9 years Service code 27 | Advisory (Plan) | $34,038 |
PROSPERA FINANCIAL SERVICES2 years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 · EIN 75-1832551 5429 LBJ FREEWAY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $34,038 |
CECILCO9 years Service code 13 · EIN 43-4923457 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $17,120 |
BAIRD FUNDS1 year Filed as: ROBERT CECIL, JR Service code 26 · EIN 43-4923457 | Advisory (Participants) | $6,483 |
Annual investment return 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 | $38,618 | $65,960-41.5% | $81,882-52.8% | $77,762-50.3% |
| Participation rate | 84.0% | 65.8%+18.2pp | 72.4%+11.6pp | 70.6%+13.4pp |
| Annual return | 9.99% | 26.64%-16.7pp | 779.47%-769.5pp | 31.27%-21.3pp |
| Employer contribution / active EE | $7,007 | $2,375+195.0% | $2,916+140.3% | $2,728+156.9% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $153 | $526-71.0% | $7,360-97.9% | $433-64.7% |