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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,690 |
NATIONWIDE3+ years Filed as: NATIOWNIDE Service code 15 | Recordkeeping | $31,690 |
CECILCO3+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $12,172 |
PROSPERA FINANCIAL SERVICES3+ years Service code 27 5429 LBJ FRW · DALLAS, TX 75240 | Advisory (Plan) | $1,584 |
Participant contribution per participant 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 | $7,154 | $28,416-74.8% | $73,550-90.3% | $69,631-89.7% |
| Participation rate | 72.3% | 38.3%+34.0pp | 54.9%+17.4pp | 70.7%+1.6pp |
| Annual return | 14.21% | -694.13%+708.3pp | -15.16%+29.4pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $330 | $430-23.4% | $1,219-73.0% | $2,032-83.8% |
| Participant deferral / active EE | $249 | $897-72.2% | $1,804-86.2% | $3,224-92.3% |
| Admin fee / account holder | $54 | $104-47.9% | $2,320-97.7% | $110-50.7% |