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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,412 |
CECILCO2+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $14,877 |
PROSPERA FINANCIAL SERVICES2+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 | Advisory (Plan) | $2,245 |
PROPERA FINANCIAL SERVICES, INC.2+ years Service code 27 5429 LBJ FRW, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,562 | $44,425-38.0% | $67,834-59.4% | $55,167-50.0% |
| Participation rate | 79.6% | 59.7%+19.9pp | 68.8%+10.8pp | 69.0%+10.6pp |
| Annual return | 5.87% | 17.80%-11.9pp | 138.47%-132.6pp | 169.23%-163.4pp |
| Employer contribution / active EE | $482 | $1,351-64.3% | $2,403-79.9% | $1,963-75.4% |
| Participant deferral / active EE | $3,596 | $2,166+66.0% | $3,160+13.8% | $3,054+17.7% |
| Admin fee / account holder | $195 | $530-63.3% | $4,622-95.8% | $504-61.4% |