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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINCL GRP1 year Service code 26 · EIN 03-0491379 | Advisory (Participants) | $16,285 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $15,940 |
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 | $18,950 | $62,928-69.9% | $172,753-89.0% | $67,582-72.0% |
| Participation rate | 48.3% | 64.5%-16.1pp | 82.6%-34.3pp | 71.3%-22.9pp |
| Annual return | 22.85% | 30.36%-7.5pp | 803.00%-780.2pp | 378.57%-355.7pp |
| Employer contribution / active EE | $371 | $1,636-77.3% | $5,144-92.8% | $2,148-82.7% |
| Participant deferral / active EE | $1,067 | $2,145-50.2% | $5,198-79.5% | $3,539-69.8% |
| Admin fee / account holder | $94 | $167-43.5% | $13,956-99.3% | $142-33.8% |