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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $254,758 |
CECILCO4+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $127,576 |
PROSPERA FINANCIAL SERVICES4+ years Filed as: PROSPERA FINANCIAL SERVICE, INC. Service code 27 | Advisory (Plan) | $18,513 |
PROSPERA FINANCIAL SERVICES4+ 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $108,856 | $48,261+125.6% | $68,793+58.2% | $55,725+95.3% |
| Participation rate | 98.3% | 71.0%+27.3pp | 72.2%+26.1pp | 70.9%+27.4pp |
| Annual return | -6.46% | -2.61%-3.9pp | -4.63%-1.8pp | 244.93%-251.4pp |
| Employer contribution / active EE | $7,955 | $1,742+356.6% | $2,625+203.0% | $2,078+282.8% |
| Participant deferral / active EE | $5,698 | $2,712+110.1% | $3,311+72.1% | $3,356+69.8% |
| Admin fee / account holder | $402 | $126+218.8% | $5,131-92.2% | $115+249.2% |