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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $53,548 |
CECILCO4+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $15,490 |
PROSPERA FINANCIAL SERVICES4+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 | Advisory (Plan) | $2,934 |
PROPERA FINANCIAL SERVICES, INC.4+ years Service code 27 5429 LBJ FRW, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,507 | $42,396-28.0% | $67,313-54.7% | $56,287-45.8% |
| Participation rate | 83.9% | 61.0%+22.9pp | 69.1%+14.8pp | 69.9%+14.0pp |
| Annual return | -7.75% | -36.63%+28.9pp | -4.08%-3.7pp | -9.96%+2.2pp |
| Employer contribution / active EE | $557 | $1,414-60.6% | $2,566-78.3% | $2,111-73.6% |
| Participant deferral / active EE | $4,296 | $2,360+82.1% | $3,568+20.4% | $3,350+28.3% |
| Admin fee / account holder | $196 | $510-61.6% | $4,507-95.7% | $521-62.4% |