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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IFP ADVISORS INC DBA INDEPENDENT Service code 27 FINANCIAL PARTNER · TAMPA, FL 33607 | Advisory (Plan) | $11,656 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $525 |
Filed as: CHARLES SCHWAB & CO, INC Service code 33 · EIN 94-1737782 | Securities brokerage | $486 |
Service code 33 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,794 | $60,396-1.0% | $83,848-28.7% | $75,289-20.6% |
| Participation rate | 9.9% | 80.7%-70.8pp | 76.1%-66.2pp | 72.4%-62.5pp |
| Annual return | -5.23% | 3.84%-9.1pp | 850.88%-856.1pp | -0.04%-5.2pp |
| Employer contribution / active EE | $568 | $3,343-83.0% | $3,631-84.3% | $2,405-76.4% |
| Participant deferral / active EE | $704 | $2,922-75.9% | $4,082-82.8% | $3,739-81.2% |
| Admin fee / account holder | $107 | $141-24.0% | $5,478-98.0% | $102+4.9% |