Filed April 28, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $128,760 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $15,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,332 | $84,000-65.1% | $119,634-75.5% | $77,906-62.3% |
| Participation rate | 94.4% | 77.8%+16.6pp | 79.3%+15.1pp | 73.7%+20.7pp |
| Annual return | -13.99% | -11.59%-2.4pp | -14.98%+1.0pp | 12.16%-26.1pp |
| Employer contribution / active EE | $3,673 | $2,907+26.3% | $4,232-13.2% | $2,846+29.0% |
| Participant deferral / active EE | $1,740 | $4,705-63.0% | $5,601-68.9% | $4,805-63.8% |
| Admin fee / account holder | $79 | $116-31.5% | $10,329-99.2% | $133-40.1% |