Filed August 1, 2018 (most recent of 6 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Service code 99 · EIN 59-3331424 | Other Fees | $114,858 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $40,354 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 99 · EIN 43-1947695 | Other Fees | $15,000 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $12,678 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $66,170 | $75,760-12.7% | $123,105-46.2% | $59,188+11.8% |
| Participation rate | 57.4% | 86.0%-28.7pp | 86.8%-29.4pp | 69.4%-12.1pp |
| Annual return | 0.29% | 2.93%-2.6pp | 13.22%-12.9pp | 5.51%-5.2pp |
| Employer contribution / active EE | $1,687 | $3,415-50.6% | $5,151-67.3% | $2,098-19.6% |
| Participant deferral / active EE | $3,204 | $5,000-35.9% | $6,229-48.6% | $3,265-1.9% |
| Admin fee / account holder | $25 | $61-58.1% | $9,014-99.7% | $92-72.4% |