Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 55 7333 E. DOUBLETREE RANCH ST., · SCOTTSDALE, AZ 85258 | Other Commissions | $8,154 |
TRUOG-RYDING COMPANY, INC.4 years Filed as: THE TRUOG-RYDING COMPANY, INC Service code 13 | Contract Administrator | $4,134 |
TRUOG-RYDING COMPANY, INC.5+ years Service code 13 2659 TOWNSGATE RD. #101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $2,500 |
Service code 28 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Investment Management | $158 |
Filed as: EMPOWER RETIRERMENT ADVISORY SERV Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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.
Annual investment return 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 | $43,623 | $65,376-33.3% | $87,104-49.9% | $65,185-33.1% |
| Participation rate | 64.0% | 75.3%-11.3pp | 76.9%-12.9pp | 70.2%-6.2pp |
| Annual return | 15.33% | 31.27%-15.9pp | 28.19%-12.9pp | 29.38%-14.1pp |
| Employer contribution / active EE | $430 | $1,822-76.4% | $2,521-82.9% | $2,177-80.2% |
| Participant deferral / active EE | $1,761 | $3,388-48.0% | $4,048-56.5% | $3,514-49.9% |
| Admin fee / account holder | $15 | $520-97.1% | $7,491-99.8% | $847-98.2% |