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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 7333 E. DOUBLETREE RANCH ST. · SCOTTSDALE, AZ 85258 | Other Commissions | $58,859 |
Filed as: EMPOWER LIFE AND ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $73,627 | $50,820+44.9% | $155,567-52.7% | $77,671-5.2% |
| Participation rate | 95.1% | 63.1%+31.9pp | 78.2%+16.9pp | 70.6%+24.5pp |
| Annual return | 13.94% | 34.85%-20.9pp | 64.74%-50.8pp | 31.21%-17.3pp |
| Employer contribution / active EE | $2,964 | $1,993+48.8% | $4,674-36.6% | $2,726+8.7% |
| Participant deferral / active EE | $6,452 | $2,823+128.5% | $5,628+14.6% | $4,648+38.8% |
| Admin fee / account holder | $90 | $436-79.4% | $15,916-99.4% | $430-79.1% |