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| Provider | Service type | Compensation |
|---|---|---|
Filed as: UNITED PLANNERS FINANCIAL SERVICE Service code 55 7333 E. DOUBLETREE RANCH ST · SCOTTSDALE, AZ 85258 | Other Commissions | $60,004 |
Filed as: CHARLES SCHWAB & CO.,INC. Service code 27 | Advisory (Plan) | $0 |
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 | $60,463 | $47,180+28.2% | $149,723-59.6% | $74,473-18.8% |
| Participation rate | 90.2% | 63.4%+26.8pp | 78.8%+11.4pp | 70.7%+19.5pp |
| Annual return | 16.88% | 22.75%-5.9pp | 134.50%-117.6pp | 34.36%-17.5pp |
| Employer contribution / active EE | $3,130 | $1,907+64.2% | $4,821-35.1% | $2,638+18.7% |
| Participant deferral / active EE | $5,037 | $2,730+84.5% | $5,682-11.4% | $4,530+11.2% |
| Admin fee / account holder | $86 | $343-74.9% | $13,215-99.3% | $347-75.1% |