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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 304 SAUNDERS ROAD · RIVERWOODS, IL 60015 | Recordkeeping | $5,861 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 26 12671 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Advisory (Participants) | $1,671 |
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 | $19,784 | $47,977-58.8% | $154,108-87.2% | $56,289-64.9% |
| Participation rate | 17.6% | 66.2%-48.5pp | 83.0%-65.4pp | 69.9%-52.2pp |
| Annual return | -1.40% | 3.54%-4.9pp | 735.21%-736.6pp | -9.96%+8.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,003 | $2,392-58.0% | $5,081-80.3% | $3,350-70.0% |
| Admin fee / account holder | $252 | $438-42.5% | $13,411-98.1% | $521-51.6% |