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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO Service code 28 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $52,353 |
PSI ADVISORS LLC7 years Service code 27 13059 W LINEBAUGH AVE · TAMPA, FL 33634 | Advisory (Plan) | $27,704 |
FLORIDA RETIREMENT CONSULTANTS10+ years Service code 13 16703 EARLY RISER AVE, STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $12,013 |
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,693 | $110,410-52.3% | $102,437-48.6% | $145,897-63.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 11.51% | 24.85%-13.3pp | 24.95%-13.4pp | 552.29%-540.8pp |
| Employer contribution / active EE | $109,477 | $4,217+2496.0% | $3,871+2728.4% | $4,663+2248.0% |
| Participant deferral / active EE | $274,251 | $5,622+4778.5% | $5,060+5319.9% | $6,689+3999.9% |
| Admin fee / account holder | $292 | $9,745-97.0% | $8,388-96.5% | $13,390-97.8% |