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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 74-2794194 | Other Commissions | $18,434 |
T R PAUL INC.3 years Filed as: T R PAUL INC Service code 13 | Contract Administrator | $5,373 |
T R PAUL INC.10+ years Service code 13 · EIN 06-0906361 | Contract Administrator | $1,790 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 04-1590850 | Recordkeeping Fees | $1,180 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,487 | $55,470+41.5% | $155,556-49.5% | $74,478+5.4% |
| Participation rate | 52.0% | 61.9%-9.9pp | 78.2%-26.2pp | 67.2%-15.2pp |
| Annual return | 8.48% | 269.80%-261.3pp | 64.84%-56.4pp | 1370.56%-1362.1pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,940 | $2,838-31.6% | $5,631-65.5% | $4,350-55.4% |
| Admin fee / account holder | $16 | $1,744-99.1% | $15,885-99.9% | $1,946-99.2% |