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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: INDEPENDENT FINANACIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $21,295 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $6,371 |
GALLINA LLP1+ years Filed as: GALLINA, LLP Service code 10 · EIN 94-2147510 | Accounting | $6,300 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $1,461 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,152 | $72,177+40.1% | $115,038-12.1% | $59,633+69.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 0.96% | 12.02%-11.1pp | 26.14%-25.2pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $3,104 | $2,841+9.2% | $4,608-32.6% | $2,203+40.9% |
| Participant deferral / active EE | $12,009 | $4,783+151.1% | $6,026+99.3% | $3,192+276.3% |
| Admin fee / account holder | $441 | $4,927-91.0% | $8,175-94.6% | $4,297-89.7% |