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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 49 · EIN 03-0491379 | Other Services | $5,441 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $34 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,242 | $109,359+27.3% | $162,185-14.1% | $72,976+90.8% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 14.79% | 25.46%-10.7pp | 115.61%-100.8pp | 81.02%-66.2pp |
| Employer contribution / active EE | $7,558 | $3,907+93.4% | $5,613+34.7% | $2,440+209.8% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $20 | $7,972-99.7% | $10,844-99.8% | $5,124-99.6% |