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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $17,730 |
PENSIONMARK FINANCIAL GROUP LLC1+ years Service code 27 · EIN 61-1758632 | Advisory (Plan) | $12,425 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
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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 | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 2.81% | 45.66%-42.8pp | 5.00%-2.2pp | 11.88%-9.1pp |
| Employer contribution / active EE | $10,007 | $9,637+3.8% | $35,918-72.1% | $14,612-31.5% |
| Participant deferral / active EE | $3,618 | $235+1439.7% | $75+4704.6% | $518+597.9% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |