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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 | $50,919+44.6% | $155,556-52.7% | $77,762-5.3% |
| Participation rate | 95.1% | 63.1%+32.0pp | 78.2%+16.9pp | 70.6%+24.5pp |
| Annual return | 13.94% | 34.84%-20.9pp | 64.84%-50.9pp | 31.27%-17.3pp |
| Employer contribution / active EE | $2,964 | $1,991+48.8% | $4,675-36.6% | $2,728+8.7% |
| Participant deferral / active EE | $6,452 | $2,824+128.4% | $5,631+14.6% | $4,651+38.7% |
| Admin fee / account holder | $90 | $437-79.4% | $15,885-99.4% | $433-79.2% |