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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Other Commissions | $37,314 |
MILLER KAPLAN ARASE LLP3+ years Filed as: MILLER, KAPLAN, ARASE, LLP Service code 10 4123 LANKERSHIM BLVD. · NORTH HOLLYWOOD, CA 91602 | Accounting | $8,250 |
Filed as: EMPOWER RETIREMENT ADVISORY SERV. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,740 |
TRUOG-RYDING COMPANY, INC.3+ years Service code 13 | Contract Administrator | $5,000 |
TRUOG-RYDING COMPANY, INC.3+ 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,319 | $80,753-11.7% | $136,298-47.7% | $62,293+14.5% |
| Participation rate | 43.4% | 73.5%-30.1pp | 81.9%-38.5pp | 69.5%-26.1pp |
| Annual return | 16.93% | 35.83%-18.9pp | 5156.27%-5139.3pp | 28.90%-12.0pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $5,028 | $5,164-2.6% | $6,247-19.5% | $3,169+58.7% |
| Admin fee / account holder | $33 | $525-93.8% | $9,244-99.6% | $479-93.2% |