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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS3+ years Service code 27 · EIN 59-3331424 | Advisory (Plan) | $22,241 |
Filed as: HAFLINGER& ASSOCIATES Service code 10 · EIN 52-2207502 | Accounting | $8,635 |
HAFLINGER & ASSOCIATES, INC.3+ years Filed as: HAFLINGER & ASSOCIATES Service code 50 · EIN 52-2207502 | Direct Payment | $8,500 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $840 |
COLUMBIA1 year Service code 52 · EIN 56-0906609 | Indirect Investment Fees | $0 |
INVESCO1 year Service code 52 · EIN 13-2576643 | Indirect Investment Fees | $0 |
LEGG MASON1 year Service code 52 · EIN 95-2705767 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
PGIM INVESTMENTS1 year Service code 52 · EIN 22-3703799 | Indirect Investment Fees | $0 |
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 | $112,225 | $35,183+219.0% | $73,545+52.6% | $70,124+60.0% |
| Participation rate | 89.2% | 42.9%+46.3pp | 54.9%+34.3pp | 69.5%+19.7pp |
| Annual return | 15.23% | 26.90%-11.7pp | -15.16%+30.4pp | 73.14%-57.9pp |
| Employer contribution / active EE | $832 | $709+17.5% | $1,219-31.7% | $2,342-64.5% |
| Participant deferral / active EE | $4,143 | $1,220+239.7% | $1,806+129.4% | $3,332+24.4% |
| Admin fee / account holder | $110 | $2,302-95.2% | $2,320-95.3% | $4,645-97.6% |