Filed October 18, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $38,269 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 | Advisory (Plan) | $24,000 |
Filed as: IFP ADVISORS, INC. Service code 27 · EIN 59-3331424 | Advisory (Plan) | $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 | $41,733 | $54,890-24.0% | $63,244-34.0% | $59,188-29.5% |
| Participation rate | 61.9% | 75.6%-13.6pp | 71.0%-9.1pp | 69.4%-7.5pp |
| Annual return | 2.14% | 4.56%-2.4pp | -70.31%+72.4pp | 5.51%-3.4pp |
| Employer contribution / active EE | $1,223 | $1,831-33.2% | $2,322-47.3% | $2,098-41.7% |
| Participant deferral / active EE | $2,453 | $2,803-12.5% | $2,953-16.9% | $3,265-24.9% |
| Admin fee / account holder | $39 | $66-41.1% | $5,893-99.3% | $92-57.7% |