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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12671 HIGH BLUFF DRIVE STE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $17,497 |
Service code 13 P O BOX 364173 · SAN JUAN, PR 00936 | Contract Administrator | $6,248 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $4,497 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,015 | $78,781-47.9% | $100,535-59.2% | $73,412-44.1% |
| Participation rate | 75.3% | 80.0%-4.7pp | 79.4%-4.1pp | 72.2%+3.2pp |
| Annual return | 13.61% | 31.69%-18.1pp | 30.90%-17.3pp | 59.30%-45.7pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,419-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,482 | $6,537-77.3% | $6,271-76.4% | $3,806-61.1% |
| Admin fee / account holder | $162 | $145+11.1% | $8,085-98.0% | $158+2.3% |