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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,123 |
CECILCO5+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $13,119 |
NATIONWIDE5+ years Filed as: NATIOWNIDE Service code 15 | Recordkeeping | $3,538 |
PROSPERA FINANCIAL SERVICES5+ years Service code 27 5429 LBJ FRW · DALLAS, TX 75240 | Advisory (Plan) | $1,769 |
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.
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 | $7,797 | $25,302-69.2% | $74,722-89.6% | $67,579-88.5% |
| Participation rate | 69.7% | 37.8%+31.8pp | 54.5%+15.2pp | 71.3%-1.6pp |
| Annual return | 21.25% | 10291.17%-10269.9pp | 753.11%-731.9pp | 378.56%-357.3pp |
| Employer contribution / active EE | $307 | $446-31.1% | $1,084-71.6% | $2,148-85.7% |
| Participant deferral / active EE | $280 | $954-70.7% | $1,963-85.8% | $3,539-92.1% |
| Admin fee / account holder | $55 | $108-48.9% | $3,335-98.3% | $142-61.3% |