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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC5+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $82,882 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,251 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $10,000 |
GRANT THORNTON LLP2 years Filed as: KEVANE GRANT THORTON LLP Service code 10 33 BOLIVIA STREET SUITE 400 · SAN JUAN, PR 009172013 | Accounting | $9,334 |
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 | $24,118 | $55,790-56.8% | $76,823-68.6% | $67,579-64.3% |
| Participation rate | 80.5% | 71.1%+9.5pp | 72.1%+8.5pp | 71.3%+9.3pp |
| Annual return | 17.70% | 64.45%-46.8pp | 1166.42%-1148.7pp | 378.56%-360.9pp |
| Employer contribution / active EE | $573 | $1,810-68.3% | $2,302-75.1% | $2,148-73.3% |
| Participant deferral / active EE | $1,421 | $2,875-50.6% | $3,336-57.4% | $3,539-59.9% |
| Admin fee / account holder | $148 | $159-7.3% | $6,422-97.7% | $142+3.7% |