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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 | $55,470+162.0% | $155,556-6.6% | $74,478+95.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.35% | 269.80%-257.5pp | 64.84%-52.5pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $6,809 | $2,267+200.4% | $4,675+45.6% | $2,626+159.2% |
| Participant deferral / active EE | $5,713 | $2,838+101.3% | $5,631+1.5% | $4,350+31.3% |
| Admin fee / account holder | $159 | $1,744-90.9% | $15,885-99.0% | $1,946-91.8% |