Filed December 30, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IFP ADVISORS INC DBA Service code 27 INDEPENDENT FINANCIAL PARTNER · TAMPA, FL 33607 | Advisory (Plan) | $27,607 |
Service code 10 75 FEDERAL ST. 15TH FLOOR · BOSTON, MA 021101997 | Accounting | $8,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $92,536 | $206,359-55.2% | $123,553-25.1% | - |
| Participation rate | 86.9% | 72.1%+14.7pp | 82.3%+4.6pp | - |
| Annual return | -7.24% | -5.77%-1.5pp | 119.21%-126.4pp | - |
| Employer contribution / active EE | $1,684 | $2,538-33.6% | $4,628-63.6% | - |
| Participant deferral / active EE | $6,713 | $5,785+16.1% | $6,426+4.5% | - |
| Admin fee / account holder | $268 | $21,386-98.7% | $9,284-97.1% | - |