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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $323,739 |
CECILCO2+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $71,887 |
PROSPERA FINANCIAL SERVICES2+ years Filed as: PROSPERA FINANCIAL SERVICE, INC. Service code 27 | Advisory (Plan) | $23,047 |
PROSPERA FINANCIAL SERVICES2+ 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 | $106,276 | $50,106+112.1% | $69,779+52.3% | $57,658+84.3% |
| Participation rate | 98.0% | 70.9%+27.2pp | 71.8%+26.2pp | 70.2%+27.8pp |
| Annual return | 6.29% | 14.58%-8.3pp | 12.99%-6.7pp | 5.13%+1.2pp |
| Employer contribution / active EE | $7,463 | $1,739+329.1% | $2,338+219.1% | $1,974+278.1% |
| Participant deferral / active EE | $5,212 | $2,486+109.7% | $2,931+77.8% | $3,061+70.3% |
| Admin fee / account holder | $427 | $89+379.2% | $4,381-90.2% | $95+352.1% |