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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 50 · EIN 84-0467907 | Direct Payment | $96,788 |
SCHULTHEIS & PANETTIERI, LLP9+ years Service code 10 · EIN 13-1577780 | Accounting | $24,000 |
SPIVAK LIPTON LLP9+ years Filed as: SPIVAK LIPTON, LLP Service code 29 · EIN 13-3494495 | Legal | $20,781 |
Filed as: REYNOLDS CONSULTING SERVICES LLC Service code 27 · EIN 20-1899564 | Advisory (Plan) | $13,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,227 | $57,570+18.5% | $121,204-43.7% | $80,157-14.9% |
| Participation rate | 67.6% | 58.8%+8.7pp | 69.5%-2.0pp | 72.9%-5.4pp |
| Annual return | 17.79% | 20.42%-2.6pp | 987.18%-969.4pp | 40.39%-22.6pp |
| Employer contribution / active EE | $0 | $2,119-100.0% | $4,170-100.0% | $2,977-100.0% |
| Participant deferral / active EE | $2,939 | $3,092-5.0% | $4,083-28.0% | $5,015-41.4% |
| Admin fee / account holder | $144 | $121+18.6% | $5,651-97.5% | $145-0.9% |