Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Service code 26 · EIN 59-3331424 | Advisory (Participants) | $30,258 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,623 | $54,573-29.2% | $90,970-57.5% | $73,497-47.4% |
| Participation rate | 66.2% | 61.2%+5.0pp | 69.0%-2.8pp | 70.7%-4.5pp |
| Annual return | 36.11% | 16.69%+19.4pp | 134.60%-98.5pp | 28.51%+7.6pp |
| Employer contribution / active EE | $1,876 | $991+89.3% | $2,122-11.6% | $2,270-17.3% |
| Participant deferral / active EE | $5,163 | $2,517+105.1% | $3,373+53.1% | $3,740+38.1% |
| Admin fee / account holder | $405 | $521-22.4% | $5,961-93.2% | $513-21.1% |