Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL GROUP Service code 26 · EIN 71-0927304 12671 HIGH BLUFF DRIVE, STE 200 · SAN DIEGO, CA 92130 | Advisory (Participants) | $84,088 |
NWPS2 years Filed as: NWPS, INC. Service code 13 · EIN 91-2090931 4025 DELRIDGE WAY SW · SEATTLE, WA 98101 | Contract Administrator | $46,764 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB TRUST COMPANY Service code 19 · EIN 42-1558009 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Securities Custodian | $26,300 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,396 | $46,332+146.9% | $143,799-20.4% | $64,819+76.5% |
| Participation rate | 94.3% | 64.2%+30.0pp | 80.3%+14.0pp | 71.5%+22.8pp |
| Annual return | -16.60% | -10.05%-6.5pp | -0.04%-16.6pp | 32.84%-49.4pp |
| Employer contribution / active EE | $5,822 | $1,911+204.6% | $4,952+17.6% | $2,507+132.2% |
| Participant deferral / active EE | $5,996 | $2,647+126.5% | $5,638+6.3% | $4,311+39.1% |
| Admin fee / account holder | $231 | $154+50.2% | $14,677-98.4% | $188+23.0% |