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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PROSPERA FINANCIAL SERVICES INC Service code 13 5429 LBJ FREEWAY · DALLAS, TX 75240 | Contract Administrator | $6,250 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $1,501 |
Service code 10 · EIN 75-2409112 | Accounting | $1,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,485 | $63,299-10.8% | $91,001-37.9% | $62,292-9.3% |
| Participation rate | 24.8% | 73.3%-48.5pp | 75.6%-50.8pp | 69.5%-44.7pp |
| Annual return | 15.21% | 20.99%-5.8pp | 4.60%+10.6pp | 28.90%-13.7pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $981 | $2,943-66.7% | $3,547-72.4% | $3,169-69.1% |
| Admin fee / account holder | $98 | $468-79.0% | $5,417-98.2% | $479-79.5% |