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| Provider | Service type | Compensation |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC7+ years Service code 53 · EIN 74-2794194 | Insurance Commissions | $19,394 |
T R PAUL INC.1 year Filed as: T R PAUL INC Service code 13 | Contract Administrator | $8,184 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,295 |
T R PAUL INC.8+ years Service code 13 · EIN 06-0906361 | Contract Administrator | $190 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,200 | $65,061+7.9% | $143,757-51.2% | $66,914+4.9% |
| Participation rate | 67.7% | 65.2%+2.5pp | 80.3%-12.6pp | 69.8%-2.1pp |
| Annual return | -12.62% | -11.14%-1.5pp | -0.04%-12.6pp | 1.58%-14.2pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $2,848 | $2,919-2.4% | $5,637-49.5% | $4,237-32.8% |
| Admin fee / account holder | $25 | $502-95.0% | $14,673-99.8% | $593-95.8% |