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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC10+ years Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIAGO, CA 92130 | Advisory (Plan) | $26,926 |
MMA SECURITIES LLC9 years Filed as: MARSH SALDANA INC Service code 99 CITY VIEW PLAZA 1 STE 700 · GUAYNABO, PR 00968 | Other Fees | $17,951 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY A Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,612 | $62,686-63.9% | $178,540-87.3% | $77,736-70.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 77.1%+22.9pp | 70.6%+29.4pp |
| Annual return | 16.04% | 16.16%-0.1pp | 27.15%-11.1pp | 31.26%-15.2pp |
| Employer contribution / active EE | $447 | $1,914-76.6% | $3,953-88.7% | $2,728-83.6% |
| Participant deferral / active EE | $1,277 | $4,224-69.8% | $6,281-79.7% | $4,651-72.5% |
| Admin fee / account holder | $66 | $386-82.8% | $10,424-99.4% | $433-84.7% |