Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,757 |
PROSPERA FINANCIAL SERVICES3 years Service code 27 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $15,117 |
CECILCO3 years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $11,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,247 | $44,873-12.5% | $79,466-50.6% | $56,287-30.3% |
| Participation rate | 55.4% | 68.7%-13.3pp | 73.3%-17.9pp | 69.9%-14.5pp |
| Annual return | -4.85% | 0.81%-5.7pp | 718.28%-723.1pp | -9.96%+5.1pp |
| Employer contribution / active EE | $4,478 | $2,140+109.3% | $2,800+59.9% | $2,111+112.1% |
| Participant deferral / active EE | $0 | $2,746-100.0% | $3,704-100.0% | $3,350-100.0% |
| Admin fee / account holder | $423 | $418+1.1% | $5,104-91.7% | $521-18.8% |