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 LLC3+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $18,919 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,728 |
MMA SECURITIES LLC2 years Filed as: MARSH SALDANA INC Service code 99 #48 RD KM 1.2 · GUAYNABO, PR 00968 | Other Fees | $9,788 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: A & A EMPLOYEE BENEFIT CONSULTING Service code 13 | Contract Administrator | $2,121 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,404 | $46,966-71.5% | $185,117-92.8% | $69,631-80.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 15.97% | 22.36%-6.4pp | 40.50%-24.5pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $396 | $1,360-70.9% | $4,182-90.5% | $2,032-80.5% |
| Participant deferral / active EE | $1,039 | $3,017-65.5% | $5,045-79.4% | $3,224-67.8% |
| Admin fee / account holder | $100 | $94+7.0% | $8,159-98.8% | $110-9.1% |