Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEPENDENT ADVISOR ALLIANCE LLC Service code 27 · EIN 46-3825461 | Advisory (Plan) | $13,456 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,944 |
Service code 15 · EIN 27-0293282 | Recordkeeping | $820 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,737 | $37,463-18.0% | $77,096-60.1% | $66,938-54.1% |
| Participation rate | 21.7% | 52.9%-31.2pp | 67.9%-46.2pp | 69.8%-48.1pp |
| Annual return | -45.46% | -3.25%-42.2pp | 42.35%-87.8pp | 1.58%-47.0pp |
| Employer contribution / active EE | $451 | $1,535-70.6% | $2,814-84.0% | $2,545-82.3% |
| Participant deferral / active EE | $721 | $2,621-72.5% | $4,429-83.7% | $4,238-83.0% |
| Admin fee / account holder | $303 | $568-46.7% | $5,428-94.4% | $594-49.0% |