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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,656 |
CECILCO2+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $12,440 |
NATIONWIDE2+ years Filed as: NATIOWNIDE Service code 15 | Recordkeeping | $3,577 |
PROSPERA FINANCIAL SERVICES2+ years Service code 27 5429 LBJ FRW · DALLAS, TX 75240 | Advisory (Plan) | $1,367 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,157 | $23,385-73.7% | $69,182-91.1% | $57,658-89.3% |
| Participation rate | 69.7% | 37.9%+31.8pp | 55.1%+14.6pp | 70.2%-0.6pp |
| Annual return | 4.57% | -659.34%+663.9pp | -21.93%+26.5pp | 5.13%-0.6pp |
| Employer contribution / active EE | $323 | $422-23.6% | $1,206-73.3% | $1,974-83.7% |
| Participant deferral / active EE | $273 | $843-67.6% | $1,897-85.6% | $3,061-91.1% |
| Admin fee / account holder | $52 | $82-37.1% | $2,697-98.1% | $95-45.4% |