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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL GROUP, LLC Service code 15 · EIN 71-0927304 | Recordkeeping | $31,228 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $2,343 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,263 | $77,472-41.6% | $100,392-54.9% | $80,935-44.1% |
| Participation rate | 96.7% | 76.9%+19.8pp | 81.5%+15.2pp | 67.7%+29.1pp |
| Annual return | 13.23% | 37.26%-24.0pp | 49.45%-36.2pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,050 | $2,800-26.8% | $3,941-48.0% | $2,757-25.6% |
| Participant deferral / active EE | $17,094 | $6,818+150.7% | $8,090+111.3% | $4,299+297.6% |
| Admin fee / account holder | $236 | $5,885-96.0% | $7,904-97.0% | $6,924-96.6% |