Filed July 31, 2026
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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,714 | $52,670-7.5% | $90,404-46.1% | $73,409-33.6% |
| Participation rate | 67.2% | 67.7%-0.5pp | 72.7%-5.5pp | 72.2%-5.0pp |
| Annual return | 17.85% | 20.70%-2.9pp | 1293.02%-1275.2pp | 59.29%-41.4pp |
| Employer contribution / active EE | $5,773 | $1,872+208.5% | $3,262+77.0% | $2,234+158.5% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $3,963-100.0% | $3,805-100.0% |
| Admin fee / account holder | $205 | $117+75.4% | $5,611-96.3% | $158+29.7% |