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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $90,670 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $55,668 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $10,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,167 | $53,925-58.9% | $75,501-70.6% | $69,631-68.2% |
| Participation rate | 67.1% | 71.2%-4.1pp | 72.4%-5.3pp | 70.7%-3.6pp |
| Annual return | 12.71% | 17.84%-5.1pp | 27.35%-14.6pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $463 | $1,802-74.3% | $2,352-80.3% | $2,032-77.2% |
| Participant deferral / active EE | $1,102 | $2,569-57.1% | $3,142-64.9% | $3,224-65.8% |
| Admin fee / account holder | $207 | $97+113.5% | $5,801-96.4% | $110+87.7% |