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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $128,053 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Filed as: INDEPENDENT FINANCIAL GROUP INC Service code 27 7425 MISSION VALLEY RD STE 203 · SAN DIEGO, CA 92108 | Advisory (Plan) | $35,966 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 4860 COLLEGE BLVD STE 100 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $35,556 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $19,866 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $29,257 | $71,666-59.2% | $117,861-75.2% | $69,631-58.0% |
| Participation rate | 76.5% | 77.5%-1.0pp | 79.7%-3.1pp | 70.7%+5.8pp |
| Annual return | 13.07% | 18.86%-5.8pp | 335.11%-322.0pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $1,486 | $1,889-21.4% | $3,786-60.8% | $2,032-26.9% |
| Participant deferral / active EE | $577 | $3,340-82.7% | $4,482-87.1% | $3,224-82.1% |
| Admin fee / account holder | $171 | $120+42.3% | $8,021-97.9% | $110+55.0% |