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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC2+ years Service code 27 12636 HIGH BLUFF DR STE 100 · SAN DIEGO, CA 92130 | Advisory (Plan) | $26,078 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,624 |
Service code 13 PO BOX 13928 · SAN JUAN, PR 00908 | Contract Administrator | $4,242 |
PENSION SERVICES, INC.2+ years Filed as: PENSION SERVICES INC Service code 13 3150 SW 38TH AVE · MIAMI, FL 33146 | Contract Administrator | $370 |
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 | $44,157 | $56,287-21.6% | $80,977-45.5% | $62,881-29.8% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 8.07% | 22.13%-14.1pp | 17.11%-9.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,699 | $1,943-12.5% | $3,715-54.3% | $2,281-25.5% |
| Participant deferral / active EE | $3,477 | $4,196-17.1% | $5,696-39.0% | $3,203+8.5% |
| Admin fee / account holder | $218 | $3,742-94.2% | $5,517-96.1% | $4,296-94.9% |