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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $58,377 |
CECILCO6+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $16,960 |
PROSPERA FINANCIAL SERVICES6+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 | Advisory (Plan) | $3,284 |
PROPERA FINANCIAL SERVICES, INC.6+ 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 | $40,907 | $55,636-26.5% | $81,991-50.1% | $73,493-44.3% |
| Participation rate | 84.3% | 62.3%+22.1pp | 69.3%+15.1pp | 70.7%+13.7pp |
| Annual return | -24.70% | 19.07%-43.8pp | 41.31%-66.0pp | 28.51%-53.2pp |
| Employer contribution / active EE | $1,444 | $1,625-11.1% | $2,498-42.2% | $2,270-36.4% |
| Participant deferral / active EE | $5,217 | $2,762+88.9% | $3,722+40.1% | $3,740+39.5% |
| Admin fee / account holder | $286 | $493-42.0% | $5,665-95.0% | $513-44.3% |