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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $331,126 |
CECILCO1+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $110,401 |
PROSPERA FINANCIAL SERVICES1+ years Filed as: PROSPERA FINANCIAL SERVICE, INC. Service code 27 | Advisory (Plan) | $47,388 |
PROSPERA FINANCIAL SERVICES1+ years Filed as: PROSPERA FINANCIAL SERVICES, INC. Service code 27 5429 LBJ FRWY, SUITE 400 · DALLAS, TX 75240 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $109,360 | $48,277+126.5% | $63,244+72.9% | $55,191+98.1% |
| Participation rate | 99.8% | 69.4%+30.4pp | 71.0%+28.7pp | 69.2%+30.6pp |
| Annual return | -0.36% | 2.37%-2.7pp | -70.31%+69.9pp | 10.78%-11.1pp |
| Employer contribution / active EE | $7,966 | $1,592+400.4% | $2,322+243.1% | $1,899+319.6% |
| Participant deferral / active EE | $5,690 | $2,432+133.9% | $2,953+92.7% | $3,046+86.8% |
| Admin fee / account holder | $557 | $86+547.7% | $5,893-90.6% | $91+513.3% |