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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $3,833 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
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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 | $49,677-100.0% | $139,743-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 22.6%-22.6pp | 3.6%-3.6pp |
| Annual return | 4.43% | 11.88%-7.4pp | 4.96%-0.5pp | 11.88%-7.4pp |
| Employer contribution / active EE | $31,746 | $14,612+117.3% | $29,749+6.7% | $14,612+117.3% |
| Participant deferral / active EE | $0 | $518-100.0% | $26-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $3,369-100.0% | $637-100.0% |