Filed April 29, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: INDEPENDENT FINANCIAL PARTNERS FBO Service code 27 · EIN 59-3331424 | Advisory (Plan) | $65,000 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $21,438 |
MOSS ADAMS LLP1+ years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $15,660 |
FINANCIAL SOUNDINGS LLC1+ years Filed as: FINANCIAL SOUNDINGS BENEFIT SERVICE Service code 49 · EIN 20-0193152 | Other Services | $11,256 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $70,939 | $71,957-1.4% | $67,652+4.9% | $59,188+19.9% |
| Participation rate | 65.3% | 82.7%-17.3pp | 75.7%-10.3pp | 69.4%-4.1pp |
| Annual return | 2.89% | 8.53%-5.6pp | 6625.40%-6622.5pp | 5.51%-2.6pp |
| Employer contribution / active EE | $1,089 | $2,432-55.2% | $2,266-51.9% | $2,098-48.1% |
| Participant deferral / active EE | $5,204 | $4,211+23.6% | $3,560+46.2% | $3,265+59.4% |
| Admin fee / account holder | $149 | $64+132.6% | $4,821-96.9% | $92+61.9% |