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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 · EIN 74-2794194 | Other Commissions | $19,324 |
T R PAUL INC.2 years Filed as: T R PAUL INC Service code 13 | Contract Administrator | $5,682 |
T R PAUL INC.9+ 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 | $1,090 |
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 | $69,685 | $61,356+13.6% | $149,696-53.4% | $71,511-2.6% |
| Participation rate | 60.8% | 62.5%-1.7pp | 78.8%-18.0pp | 67.9%-7.1pp |
| Annual return | 9.92% | 35.86%-25.9pp | 134.46%-124.5pp | 28.86%-18.9pp |
| Employer contribution / active EE | $0 | $2,382-100.0% | $4,821-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,460 | $2,920-15.7% | $5,682-56.7% | $4,291-42.7% |
| Admin fee / account holder | $14 | $1,263-98.9% | $13,212-99.9% | $1,588-99.1% |