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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC6+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $84,434 |
Filed as: GREAT WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,262 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 009083928 | Contract Administrator | $10,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,302 | $61,473-57.2% | $81,926-67.9% | $73,412-64.2% |
| Participation rate | 72.2% | 72.4%-0.2pp | 72.0%+0.2pp | 72.2%0pp |
| Annual return | 6.27% | 28.26%-22.0pp | 29.49%-23.2pp | 59.30%-53.0pp |
| Employer contribution / active EE | $510 | $1,898-73.1% | $4,310-88.2% | $2,234-77.2% |
| Participant deferral / active EE | $1,260 | $3,080-59.1% | $7,108-82.3% | $3,806-66.9% |
| Admin fee / account holder | $39 | $125-69.0% | $5,159-99.2% | $158-75.4% |