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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $32,272 |
INDEPENDENT FINANCIAL GROUP LLC1+ years Service code 26 · EIN 03-0491379 | Advisory (Participants) | $470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,843 | $46,360-57.2% | $147,617-86.6% | $52,331-62.1% |
| Participation rate | 41.3% | 64.9%-23.7pp | 84.6%-43.4pp | 68.1%-26.9pp |
| Annual return | 3.33% | 1.62%+1.7pp | 61.98%-58.6pp | 4.54%-1.2pp |
| Employer contribution / active EE | $256 | $2,126-88.0% | $5,564-95.4% | $1,882-86.4% |
| Participant deferral / active EE | $827 | $2,258-63.3% | $4,895-83.1% | $3,022-72.6% |
| Admin fee / account holder | $77 | $766-90.0% | $11,612-99.3% | $592-87.0% |