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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IFP ADVISORS INC. Service code 27 3030 N ROCKY POINT DR. W STE 700 · TAMPA, FL 78730 | Advisory (Plan) | $23,557 |
PREMIER RETIREMENT PARTNERS2 years Filed as: PREMIER RETIREMENT PARTNERS LLC Service code 13 8040 EXCELSIOR DR. STE 401 · MADISON, WI 537172919 | Contract Administrator | $9,178 |
Service code 27 6054 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Advisory (Plan) | $2,356 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $149 |
BAS PARTNERS1 year Service code 10 15800 PINES BLVD STE 300 · PEMBROKE PINES, FL 330271212 | Accounting | $84 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $25,856 | $55,636-53.5% | $81,991-68.5% | $73,493-64.8% |
| Participation rate | 92.8% | 62.3%+30.5pp | 69.3%+23.6pp | 70.7%+22.1pp |
| Annual return | 8.32% | 19.07%-10.7pp | 41.31%-33.0pp | 28.51%-20.2pp |
| Employer contribution / active EE | $5,794 | $1,625+256.7% | $2,498+131.9% | $2,270+155.2% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $279 | $493-43.4% | $5,665-95.1% | $513-45.6% |