Filed May 19, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,441 |
Filed as: INDEPENDENT ADVISOR ALLIANCE Service code 27 · EIN 46-3825461 | Advisory (Plan) | $18,402 |
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 | $27,609 | $58,888-53.1% | $178,498-84.5% | $73,493-62.4% |
| Participation rate | 89.1% | 66.2%+22.9pp | 81.9%+7.2pp | 70.7%+18.5pp |
| Annual return | 20.92% | 24.86%-3.9pp | 151.09%-130.2pp | 28.51%-7.6pp |
| Employer contribution / active EE | $1,473 | $2,236-34.1% | $5,011-70.6% | $2,270-35.1% |
| Participant deferral / active EE | $2,463 | $2,568-4.1% | $5,202-52.7% | $3,740-34.1% |
| Admin fee / account holder | $237 | $400-40.8% | $13,985-98.3% | $513-53.8% |