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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC4+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $830,884 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,465 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $14,350 |
GRANT THORNTON LLP1 year Filed as: KEVANE GRANT THORTON LLP Service code 10 33 BOLIVIA STREET SUITE 400 · SAN JUAN, PR 009172013 | Accounting | $9,678 |
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 | $20,106 | $48,261-58.3% | $68,612-70.7% | $55,725-63.9% |
| Participation rate | 73.8% | 71.0%+2.8pp | 72.2%+1.6pp | 70.9%+3.0pp |
| Annual return | -7.29% | -2.61%-4.7pp | -4.63%-2.7pp | 244.93%-252.2pp |
| Employer contribution / active EE | $518 | $1,742-70.3% | $2,625-80.3% | $2,078-75.1% |
| Participant deferral / active EE | $1,291 | $2,712-52.4% | $3,311-61.0% | $3,356-61.5% |
| Admin fee / account holder | $215 | $126+70.1% | $5,131-95.8% | $115+86.3% |