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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $227,765 |
CECILCO10+ years Service code 13 · EIN 75-2452820 | Contract Administrator | $45,907 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,890 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,512 |
BAIRD FUNDS1 year Filed as: ROBERT CECIL JR Service code 26 14881 QUORUM DRIVE · DALLAS, TX 75240 | Advisory (Participants) | $8,963 |
NATIONWIDE10+ years Service code 15 · EIN 31-4177100 | Recordkeeping | $2,106 |
PROSPERA FINANCIAL SERVICES10+ years Filed as: PROSPERA FINANCIAL SERVICE, INC. Service code 27 | Advisory (Plan) | $6 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,029 | $66,459+146.8% | $81,353+101.6% | $77,736+111.0% |
| Participation rate | 93.6% | 68.7%+24.9pp | 69.5%+24.1pp | 70.6%+23.0pp |
| Annual return | 14.37% | 15.95%-1.6pp | 24.82%-10.4pp | 31.26%-16.9pp |
| Employer contribution / active EE | $9,263 | $2,156+329.6% | $2,464+276.0% | $2,728+239.6% |
| Participant deferral / active EE | $6,918 | $3,674+88.3% | $3,885+78.1% | $4,651+48.8% |
| Admin fee / account holder | $269 | $585-54.0% | $5,766-95.3% | $433-38.0% |