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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $15,068 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,790 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $76,066 | $67,411+12.8% | $91,004-16.4% | $70,126+8.5% |
| Participation rate | 52.7% | 71.4%-18.7pp | 75.6%-22.9pp | 69.5%-16.9pp |
| Annual return | 13.92% | -40.16%+54.1pp | 4.60%+9.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $244 | $1,786-86.3% | $2,456-90.1% | $2,343-89.6% |
| Participant deferral / active EE | $2,125 | $2,823-24.7% | $3,548-40.1% | $3,332-36.2% |
| Admin fee / account holder | $200 | $4,236-95.3% | $5,417-96.3% | $4,645-95.7% |