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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $12,200 |
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $3,710 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $211,396-100.0% | $192,069-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 13.2%-13.2pp | 4.3%-4.3pp |
| Annual return | -1.06% | 2.81%-3.9pp | -0.79%-0.3pp | 2.81%-3.9pp |
| Employer contribution / active EE | $1,231 | $16,358-92.5% | $28,419-95.7% | $16,358-92.5% |
| Participant deferral / active EE | $0 | $775-100.0% | $37-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $6,324-100.0% | $1,639-100.0% |