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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) | $9,950 |
MMA SECURITIES LLC3 years Filed as: MARSH SALDANA INC Service code 99 # 48 RD KM 1.2 · GUAYNABO, PR 00968 | Other Fees | $5,030 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $3,143 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,537 | $50,666-43.7% | $76,667-62.8% | $65,186-56.2% |
| Participation rate | 91.8% | 68.8%+23.0pp | 72.1%+19.7pp | 70.2%+21.6pp |
| Annual return | 19.54% | 28.51%-9.0pp | 1166.74%-1147.2pp | 29.39%-9.8pp |
| Employer contribution / active EE | $1,151 | $1,575-26.9% | $2,303-50.0% | $2,177-47.1% |
| Participant deferral / active EE | $2,154 | $2,647-18.6% | $3,336-35.4% | $3,514-38.7% |
| Admin fee / account holder | $56 | $463-87.9% | $6,423-99.1% | $847-93.4% |