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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $109,075 |
INDEPENDENT FINANCIAL GROUP LLC2+ years Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 27 7425 MISSION VALLEY RD STE 203 · SAN DIEGO, CA 92108 | Advisory (Plan) | $81,916 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $18,265 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $26,477 | $107,378-75.3% | $108,582-75.6% | $57,658-54.1% |
| Participation rate | 77.3% | 77.1%+0.2pp | 79.6%-2.3pp | 70.2%+7.0pp |
| Annual return | 7.74% | 12.80%-5.1pp | -51.70%+59.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $589 | $1,782-66.9% | $3,758-84.3% | $1,974-70.1% |
| Participant deferral / active EE | $1,480 | $3,221-54.1% | $4,311-65.7% | $3,061-51.6% |
| Admin fee / account holder | $156 | $108+43.4% | $7,645-98.0% | $95+64.6% |