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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $371,191 |
CECILCO3+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $122,877 |
PROSPERA FINANCIAL SERVICES3+ years Filed as: PROSPERA FINANCIAL SERVICE, INC. Service code 27 | Advisory (Plan) | $15,486 |
PROSPERA FINANCIAL SERVICES3+ 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 | $122,962 | $53,925+128.0% | $75,501+62.9% | $69,631+76.6% |
| Participation rate | 97.4% | 71.2%+26.2pp | 72.4%+25.1pp | 70.7%+26.7pp |
| Annual return | 15.63% | 17.84%-2.2pp | 27.35%-11.7pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $7,717 | $1,802+328.2% | $2,352+228.1% | $2,032+279.7% |
| Participant deferral / active EE | $5,599 | $2,569+117.9% | $3,142+78.2% | $3,224+73.7% |
| Admin fee / account holder | $409 | $97+321.5% | $5,801-92.9% | $110+270.6% |