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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,818 |
PROSPERA FINANCIAL SERVICES4 years Service code 27 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $15,462 |
CECILCO4 years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $13,746 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,645 | $51,620-7.7% | $90,300-47.2% | $65,185-26.9% |
| Participation rate | 56.8% | 68.6%-11.8pp | 73.3%-16.4pp | 70.2%-13.4pp |
| Annual return | 15.79% | 24.94%-9.1pp | 78.11%-62.3pp | 29.38%-13.6pp |
| Employer contribution / active EE | $5,299 | $2,235+137.2% | $2,854+85.7% | $2,177+143.5% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $3,884-100.0% | $3,514-100.0% |
| Admin fee / account holder | $419 | $384+9.0% | $5,353-92.2% | $847-50.6% |