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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHARTWELL Service code 34 · EIN 36-4799908 | Consulting fees; Valuation (appraisal... | $23,510 |
PFG1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,754 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,649 | $42,546-32.7% | $71,796-60.1% | $55,167-48.1% |
| Participation rate | 99.0% | 59.1%+39.9pp | 69.1%+29.9pp | 69.0%+30.1pp |
| Annual return | 9.68% | 12.36%-2.7pp | 78.04%-68.4pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,910 | $803+137.8% | $1,924-0.7% | $1,963-2.7% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $294 | $650-54.7% | $4,815-93.9% | $504-41.6% |