Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC1+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $24,613 |
OMEGA PENSIONS INC1+ years Service code 13 812 HURON ROAD STE 670 · CLEVELAND, OH 44115 | Contract Administrator | $2,544 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 99 7425 MISSION VALLEY RD SUITE 203 · SAN DIEGO, CA 92108 | Other Fees | $2,389 |
Filed as: GREAT-WEST LIFE AND ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $601 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,358 | $72,177+269.0% | $115,038+131.5% | $59,633+346.7% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.78% | 12.02%-14.8pp | 26.14%-28.9pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $9,847 | $2,841+246.6% | $4,608+113.7% | $2,203+347.1% |
| Participant deferral / active EE | $9,890 | $4,783+106.8% | $6,026+64.1% | $3,192+209.9% |
| Admin fee / account holder | $2,765 | $4,927-43.9% | $8,175-66.2% | $4,297-35.7% |