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| Provider | Service type | Compensation |
|---|---|---|
Service code 55 7333 E. DOUBLETREE RANCH ST., · SCOTTSDALE, AZ 85258 | Other Commissions | $7,132 |
TRUOG-RYDING COMPANY, INC.3 years Filed as: THE TRUOG-RYDING COMPANY, INC Service code 13 | Contract Administrator | $3,848 |
TRUOG-RYDING COMPANY, INC.4+ years Service code 13 2659 TOWNSGATE RD. #101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $2,500 |
Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,869 |
Filed as: EMPOWER RETIRERMENT ADVISORY SERV Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,789 | $59,191-39.5% | $76,767-53.4% | $56,289-36.4% |
| Participation rate | 63.8% | 75.2%-11.4pp | 77.0%-13.1pp | 69.9%-6.0pp |
| Annual return | -3.96% | 6.62%-10.6pp | 2.43%-6.4pp | -9.96%+6.0pp |
| Employer contribution / active EE | $388 | $1,759-77.9% | $2,485-84.4% | $2,111-81.6% |
| Participant deferral / active EE | $1,604 | $3,255-50.7% | $3,852-58.4% | $3,350-52.1% |
| Admin fee / account holder | $10 | $489-98.0% | $6,675-99.9% | $521-98.1% |