Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE · COLUMBUS, OH 43215 | Recordkeeping | $74,886 |
CECILCO9+ years Service code 13 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $30,021 |
PROSPERA FINANCIAL SERVICES9+ years Service code 27 5429 LBJ FREEWAY · DALLAS, TX 75240 | Advisory (Plan) | $2,208 |
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 | $27,150 | $48,432-43.9% | $121,204-77.6% | $71,511-62.0% |
| Participation rate | 89.5% | 54.3%+35.2pp | 69.5%+20.0pp | 67.9%+21.6pp |
| Annual return | 17.06% | 23.28%-6.2pp | 987.18%-970.1pp | 28.86%-11.8pp |
| Employer contribution / active EE | $1,949 | $1,493+30.5% | $4,170-53.3% | $2,589-24.7% |
| Participant deferral / active EE | $3,750 | $2,756+36.1% | $4,083-8.1% | $4,291-12.6% |
| Admin fee / account holder | $163 | $1,845-91.2% | $5,651-97.1% | $1,588-89.7% |