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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 3030 N. RUBY POINT DRIVE WEST · TAMPA, FL 33607 | Advisory (Plan) | $43,227 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,180 |
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 | $54,472 | $88,324-38.3% | $115,038-52.6% | $55,191-1.3% |
| Participation rate | 93.8% | 72.5%+21.3pp | 81.4%+12.4pp | 69.2%+24.6pp |
| Annual return | 0.23% | 6.30%-6.1pp | 26.14%-25.9pp | 10.78%-10.6pp |
| Employer contribution / active EE | $2,858 | $2,805+1.9% | $4,608-38.0% | $1,899+50.5% |
| Participant deferral / active EE | $8,576 | $5,042+70.1% | $6,026+42.3% | $3,046+181.5% |
| Admin fee / account holder | $111 | $105+5.0% | $8,175-98.6% | $91+21.9% |