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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $78,893 |
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $18,000 |
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 | $27,006 | $46,173-41.5% | $170,435-84.2% | $69,631-61.2% |
| Participation rate | 95.8% | 63.9%+31.9pp | 83.6%+12.2pp | 70.7%+25.1pp |
| Annual return | 13.12% | 21.62%-8.5pp | 205.94%-192.8pp | 27571.02%-27557.9pp |
| Employer contribution / active EE | $1,120 | $1,610-30.4% | $5,432-79.4% | $2,032-44.9% |
| Participant deferral / active EE | $2,755 | $2,080+32.4% | $4,939-44.2% | $3,224-14.5% |
| Admin fee / account holder | $135 | $116+16.1% | $13,881-99.0% | $110+21.9% |