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 |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $60,812 |
CECILCO5+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $18,542 |
PROSPERA FINANCIAL SERVICES5+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 | Advisory (Plan) | $3,271 |
PROPERA FINANCIAL SERVICES, INC.5+ 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 | $36,354 | $47,922-24.1% | $75,894-52.1% | $65,185-44.2% |
| Participation rate | 85.9% | 63.0%+22.9pp | 69.3%+16.6pp | 70.2%+15.7pp |
| Annual return | 21.82% | 24.12%-2.3pp | 30.76%-8.9pp | 29.38%-7.6pp |
| Employer contribution / active EE | $1,422 | $1,557-8.7% | $2,501-43.1% | $2,177-34.7% |
| Participant deferral / active EE | $5,061 | $2,550+98.5% | $3,603+40.5% | $3,514+44.0% |
| Admin fee / account holder | $220 | $532-58.5% | $5,420-95.9% | $847-74.0% |