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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $480,085 |
CECILCO6+ years Service code 13 14881 QUORUM DRIVE, SUITE 340 · DALLAS, TX 75254 | Contract Administrator | $131,477 |
PROSPERA FINANCIAL SERVICES6+ years Filed as: PROSPERA FINANCIAL SERVICE, INC. Service code 27 | Advisory (Plan) | $20,805 |
PROSPERA FINANCIAL SERVICES6+ 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,018 | $61,473+165.2% | $81,926+99.0% | $73,412+122.1% |
| Participation rate | 98.5% | 72.4%+26.1pp | 72.0%+26.5pp | 72.2%+26.4pp |
| Annual return | 13.10% | 28.26%-15.2pp | 29.49%-16.4pp | 59.30%-46.2pp |
| Employer contribution / active EE | $9,730 | $1,898+412.7% | $4,310+125.7% | $2,234+335.6% |
| Participant deferral / active EE | $6,700 | $3,080+117.5% | $7,108-5.7% | $3,806+76.1% |
| Admin fee / account holder | $446 | $125+255.4% | $5,159-91.4% | $158+182.5% |