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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,380 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $7,635 |
Filed as: INDEPENDENT FINANCIAL GROUP, INC. Service code 49 · EIN 03-0491379 | Other Services | $5,510 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,007 | $101,653-64.6% | $147,080-75.5% | $74,459-51.6% |
| Participation rate | 44.4% | 75.6%-31.1pp | 82.2%-37.7pp | 67.2%-22.8pp |
| Annual return | 10.91% | 8754.98%-8744.1pp | 420.17%-409.3pp | 1369.70%-1358.8pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,550 | $7,304-78.8% | $8,066-80.8% | $4,350-64.4% |
| Admin fee / account holder | $305 | $1,752-82.6% | $12,989-97.7% | $1,945-84.3% |