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 |
|---|---|---|
NATIONWIDE4+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $39,767 |
CECILCO4+ years Service code 26 · EIN 43-4923457 ATTN STACEY TUCKER · DALLAS, TX 75254 | Advisory (Participants) | $8,044 |
Service code 26 · EIN 75-1832551 5429 LBJ FRWY SUITE 400 · DALLAS, TX 75240 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $133,454 | $47,977+178.2% | $154,111-13.4% | $56,287+137.1% |
| Participation rate | 96.4% | 66.2%+30.2pp | 83.0%+13.4pp | 69.9%+26.5pp |
| Annual return | -6.84% | 3.54%-10.4pp | 735.18%-742.0pp | -9.96%+3.1pp |
| Employer contribution / active EE | $1,589 | $2,169-26.7% | $5,298-70.0% | $2,111-24.7% |
| Participant deferral / active EE | $4,951 | $2,392+107.0% | $5,081-2.6% | $3,350+47.8% |
| Admin fee / account holder | $830 | $438+89.4% | $13,411-93.8% | $521+59.4% |