Filed November 2, 2021
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 28 · EIN 59-3331424 | Investment Management | $15,624 |
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 | $94,795 | $51,769+83.1% | $57,357+65.3% | $52,331+81.1% |
| Participation rate | 95.4% | 75.2%+20.2pp | 75.1%+20.4pp | 68.1%+27.3pp |
| Annual return | 33.90% | 2.43%+31.5pp | 24.41%+9.5pp | 4.54%+29.4pp |
| Employer contribution / active EE | $2,777 | $2,335+18.9% | $2,689+3.3% | $1,882+47.6% |
| Participant deferral / active EE | $1,875 | $2,794-32.9% | $3,162-40.7% | $3,022-38.0% |
| Admin fee / account holder | $34 | $295-88.4% | $3,357-99.0% | $592-94.2% |