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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,184 |
CECILCO1 year Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $12,237 |
Service code 27 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $10,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,319 | $43,423-2.5% | $78,676-46.2% | $55,167-23.3% |
| Participation rate | 59.3% | 68.0%-8.8pp | 73.6%-14.3pp | 69.0%-9.7pp |
| Annual return | 8.29% | 11.53%-3.2pp | 62.19%-53.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $4,197 | $1,997+110.2% | $2,850+47.3% | $1,963+113.9% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $176 | $416-57.6% | $4,510-96.1% | $504-65.0% |