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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Other Commissions | $35,996 |
MILLER KAPLAN ARASE LLP2+ years Filed as: MILLER, KAPLAN, ARASE, LLP Service code 10 4123 LANKERSHIM BLVD. · NORTH HOLLYWOOD, CA 91602 | Accounting | $16,200 |
Filed as: EMPOWER RETIREMENT ADVISORY SERV. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,081 |
TRUOG-RYDING COMPANY, INC.2+ years Service code 13 | Contract Administrator | $5,000 |
TRUOG-RYDING COMPANY, INC.2+ years Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VLLAGE, CA 91361 | Contract Administrator | $0 |
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).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,701 | $75,183-20.6% | $123,894-51.8% | $55,167+8.2% |
| Participation rate | 57.4% | 72.8%-15.5pp | 81.4%-24.1pp | 69.0%-11.6pp |
| Annual return | 8.03% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1 | $2,823-99.9% | $4,617-100.0% | $1,963-99.9% |
| Participant deferral / active EE | $6,286 | $5,084+23.6% | $5,984+5.0% | $3,054+105.8% |
| Admin fee / account holder | $33 | $663-95.0% | $8,357-99.6% | $504-93.5% |