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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $15,780 |
MMA SECURITIES LLC8 years Filed as: MARSH SALDANA INC Service code 99 # 48 RD KM 1.2 · GUAYNABO, PR 00968 | Other Fees | $10,520 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $6,575 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,199 | $62,177-28.9% | $81,370-45.7% | $74,478-40.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 12.73% | 16.62%-3.9pp | 24.85%-12.1pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $1,266 | $1,881-32.7% | $2,464-48.6% | $2,626-51.8% |
| Participant deferral / active EE | $2,820 | $3,219-12.4% | $3,885-27.4% | $4,350-35.2% |
| Admin fee / account holder | $1 | $1,927-99.9% | $5,749-100.0% | $1,946-99.9% |