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 |
|---|---|---|
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $105,559 |
PROSPERA FINANCIAL SERVICES7 years Service code 27 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $27,693 |
CECILCO7 years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $20,809 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,496 | $47,766-27.8% | $82,706-58.3% | $64,814-46.8% |
| Participation rate | 84.0% | 67.7%+16.3pp | 72.6%+11.4pp | 71.5%+12.5pp |
| Annual return | -14.74% | -13.06%-1.7pp | 701.76%-716.5pp | 32.84%-47.6pp |
| Employer contribution / active EE | $5,631 | $2,182+158.1% | $3,007+87.2% | $2,507+124.6% |
| Participant deferral / active EE | $0 | $3,332-100.0% | $4,394-100.0% | $4,310-100.0% |
| Admin fee / account holder | $174 | $143+21.4% | $5,329-96.7% | $188-7.6% |