Filed September 9, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $80,072 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $31,535 |
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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 | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -1.58% | 0.06%-1.6pp | -0.81%-0.8pp | -0.60%-1.0pp |
| Employer contribution / active EE | $9,895 | $14,206-30.3% | $38,425-74.2% | $12,272-19.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |