Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE · COLUMBUS, OH 43215 | Recordkeeping | $67,919 |
CECILCO8+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $19,107 |
PROSPERA FINANCIAL SERVICES8+ years Service code 27 5429 LBJ FREEWAY · DALLAS, TX 75240 | Advisory (Plan) | $2,182 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,590 | $45,602-48.3% | $117,533-79.9% | $66,938-64.8% |
| Participation rate | 87.6% | 57.6%+30.0pp | 70.6%+17.0pp | 69.8%+17.8pp |
| Annual return | -15.06% | -16.74%+1.7pp | 29.77%-44.8pp | 1.58%-16.6pp |
| Employer contribution / active EE | $1,789 | $1,579+13.3% | $4,179-57.2% | $2,545-29.7% |
| Participant deferral / active EE | $3,330 | $2,845+17.1% | $4,072-18.2% | $4,238-21.4% |
| Admin fee / account holder | $177 | $661-73.3% | $5,647-96.9% | $594-70.2% |