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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,606 |
CECILCO1+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $12,495 |
PROSPERA FINANCIAL SERVICES1+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 | Advisory (Plan) | $4,259 |
PROPERA FINANCIAL SERVICES, INC.1+ years Service code 27 5429 LBJ FRW, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $0 |
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 | $23,963 | $46,745-48.7% | $60,547-60.4% | $52,331-54.2% |
| Participation rate | 80.0% | 58.6%+21.4pp | 68.0%+12.0pp | 68.1%+11.9pp |
| Annual return | 0.56% | 0.61%-0.1pp | 335.64%-335.1pp | 4.54%-4.0pp |
| Employer contribution / active EE | $391 | $1,259-68.9% | $2,419-83.8% | $1,882-79.2% |
| Participant deferral / active EE | $3,167 | $2,145+47.6% | $3,328-4.8% | $3,022+4.8% |
| Admin fee / account holder | $165 | $537-69.2% | $4,536-96.4% | $592-72.0% |