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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 27 3030 N ROCKY POINT DR W. · TAMPA, FL 33607 | Advisory (Plan) | $17,271 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $5,763 |
SCHOFER DILLBERG & COMPANY1+ years Service code 10 190 N MAIN ST THIRD FL · NATLICK, MA 01760 | Accounting | $3,846 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,305 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,250 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,123 | $43,550-21.6% | $63,244-46.0% | $52,331-34.8% |
| Participation rate | 60.5% | 65.7%-5.2pp | 71.0%-10.6pp | 68.1%-7.6pp |
| Annual return | 0.05% | 2.03%-2.0pp | -70.31%+70.4pp | 4.54%-4.5pp |
| Employer contribution / active EE | $1,005 | $1,351-25.6% | $2,322-56.7% | $1,882-46.6% |
| Participant deferral / active EE | $2,697 | $2,254+19.7% | $2,953-8.7% | $3,022-10.8% |
| Admin fee / account holder | $137 | $387-64.6% | $5,893-97.7% | $592-76.8% |