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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $36,772 |
SENTINEL PENSION LLC2 years Service code 10 · EIN 72-0999988 | Accounting | $31,870 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL Service code 10 · EIN 75-0786316 | Accounting | $25,200 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,507 | $241,850-94.4% | $102,437-86.8% | $200,096-93.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 9.95% | 17.67%-7.7pp | 24.95%-15.0pp | 34.26%-24.3pp |
| Employer contribution / active EE | $343 | $4,253-91.9% | $3,871-91.1% | $3,038-88.7% |
| Participant deferral / active EE | $322 | $3,961-91.9% | $5,060-93.6% | $5,090-93.7% |
| Admin fee / account holder | $101 | $288-65.1% | $8,388-98.8% | $269-62.6% |