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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 28 · EIN 84-0467907 | Investment Management | $47,174 |
FLORIDA RETIREMENT CONSULTANTS3+ years Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $10,304 |
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 | $145,311 | $55,446+162.1% | $155,574-6.6% | $74,429+95.2% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.35% | 269.20%-256.8pp | 64.87%-52.5pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $6,809 | $2,266+200.5% | $4,676+45.6% | $2,625+159.4% |
| Participant deferral / active EE | $5,713 | $2,836+101.4% | $5,629+1.5% | $4,348+31.4% |
| Admin fee / account holder | $159 | $1,743-90.9% | $15,914-99.0% | $1,944-91.8% |