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 PARTNERS3+ years Service code 99 | Other Fees | $103,788 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $28,095 |
Filed as: MHM, LLC Service code 26 · EIN 43-1947695 | Advisory (Participants) | $16,000 |
MMA SECURITIES LLC1 year Filed as: MMC SECURITIES, LLC Service code 26 · EIN 06-1685865 | Advisory (Participants) | $12,500 |
Filed as: VOYA RETIRMENET INSURANCE & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $11,848 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,575 |
THE LAMPO GROUP, INC.1 year Filed as: THE LAMPO GROUP Service code 26 · EIN 62-1593846 | Advisory (Participants) | $6,000 |
MORNINGSTAR3+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $5,777 |
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 | $74,723 | $89,274-16.3% | $149,721-50.1% | $77,958-4.1% |
| Participation rate | 68.9% | 87.6%-18.7pp | 87.1%-18.2pp | 71.6%-2.7pp |
| Annual return | 17.97% | 20.36%-2.4pp | 1501.67%-1483.7pp | 20.87%-2.9pp |
| Employer contribution / active EE | $1,958 | $3,727-47.5% | $5,444-64.0% | $2,310-15.3% |
| Participant deferral / active EE | $3,820 | $5,382-29.0% | $6,568-41.8% | $3,537+8.0% |
| Admin fee / account holder | $71 | $240-70.4% | $11,282-99.4% | $97-27.1% |