Filed January 10, 2022 (most recent of 4 filings on file)
Total covered: 5 employees
| Provider | Service type | Compensation |
|---|---|---|
Filed as: IFP ADVISORS, INC. DBA INDEPENDENT Service code 27 · EIN 59-3331424 | Advisory (Plan) | $50,000 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,301 |
TOPP MCWHORTER HARVEY, PLLC1+ years Filed as: TOPP MCWHORTER HARVEY PLLC Service code 10 · EIN 20-5857627 | Accounting | $16,800 |
MAYNARD COOPER GALE1+ years Filed as: MAYNARD, COOPER & GALE, P.C. Service code 29 · EIN 63-0864426 | Legal | $6,255 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,206 |
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 | $120,813 | $37,039+226.2% | $147,618-18.2% | $59,188+104.1% |
| Participation rate | 84.4% | 63.8%+20.7pp | 84.6%-0.2pp | 69.4%+15.0pp |
| Annual return | 1.93% | 7.19%-5.3pp | 61.98%-60.1pp | 5.51%-3.6pp |
| Employer contribution / active EE | $2,821 | $1,353+108.5% | $5,564-49.3% | $2,098+34.5% |
| Participant deferral / active EE | $4,003 | $2,094+91.2% | $4,895-18.2% | $3,265+22.6% |
| Admin fee / account holder | $36 | $60-39.7% | $11,612-99.7% | $92-60.6% |