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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $48,924 |
CECILCO3+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $15,083 |
PROSPERA FINANCIAL SERVICES3+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 | Advisory (Plan) | $2,476 |
PROPERA FINANCIAL SERVICES, INC.3+ 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 | $32,670 | $46,297-29.4% | $71,671-54.4% | $62,293-47.6% |
| Participation rate | 80.5% | 60.6%+19.9pp | 68.7%+11.8pp | 69.5%+11.0pp |
| Annual return | 15.49% | 22.32%-6.8pp | 20.65%-5.2pp | 28.90%-13.4pp |
| Employer contribution / active EE | $507 | $1,412-64.1% | $2,460-79.4% | $2,042-75.2% |
| Participant deferral / active EE | $3,742 | $2,235+67.4% | $3,438+8.9% | $3,169+18.1% |
| Admin fee / account holder | $193 | $461-58.2% | $5,558-96.5% | $479-59.8% |