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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,795 |
Filed as: INDEPENDENT FINANCIAL GROUP, INC. Service code 49 · EIN 03-0491379 | Other Services | $8,411 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,422 | $84,482-74.6% | $125,363-82.9% | $66,930-68.0% |
| Participation rate | 52.7% | 76.4%-23.7pp | 82.4%-29.7pp | 69.8%-17.1pp |
| Annual return | -15.86% | -8.49%-7.4pp | 572.15%-588.0pp | 1.57%-17.4pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,701 | $6,782-74.9% | $7,447-77.2% | $4,238-59.9% |
| Admin fee / account holder | $191 | $685-72.1% | $10,005-98.1% | $593-67.9% |