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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $78,021 |
PROSPERA FINANCIAL SERVICES5 years Service code 27 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $19,266 |
CECILCO5 years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $12,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,714 | $52,722-7.6% | $90,440-46.1% | $73,412-33.6% |
| Participation rate | 67.2% | 67.7%-0.5pp | 72.7%-5.5pp | 72.2%-5.0pp |
| Annual return | 17.85% | 20.70%-2.9pp | 1294.38%-1276.5pp | 59.30%-41.4pp |
| Employer contribution / active EE | $5,773 | $1,872+208.5% | $3,263+76.9% | $2,234+158.5% |
| Participant deferral / active EE | $0 | $2,810-100.0% | $3,964-100.0% | $3,806-100.0% |
| Admin fee / account holder | $205 | $117+75.3% | $5,615-96.4% | $158+29.7% |