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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 28 · EIN 84-0467907 | Investment Management | $42,460 |
FLORIDA RETIREMENT CONSULTANTS2+ years Service code 13 16703 EARLY RISER AVE STE 210 · LAND O LAKES, FL 34638 | Contract Administrator | $7,807 |
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 | $140,731 | $61,391+129.2% | $149,723-6.0% | $71,529+96.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 16.06% | 35.88%-19.8pp | 134.50%-118.4pp | 28.97%-12.9pp |
| Employer contribution / active EE | $6,433 | $2,384+169.9% | $4,821+33.4% | $2,590+148.4% |
| Participant deferral / active EE | $5,625 | $2,921+92.6% | $5,682-1.0% | $4,291+31.1% |
| Admin fee / account holder | $136 | $1,264-89.3% | $13,215-99.0% | $1,588-91.5% |