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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,999 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 27 12671 HIGH BLUFF DRIVE SUITE 200 · SAN DIEGO, CA 92130 | Advisory (Plan) | $7,999 |
PENSION ASSURANCE LLP1 year Service code 99 20335 VENTURA BLVD SUITE 305 · WOODLAND HILLS, CA 91364 | Other Fees | $7,402 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,827 | $65,071-63.4% | $143,770-83.4% | $66,923-64.4% |
| Participation rate | 30.4% | 65.2%-34.8pp | 80.3%-49.9pp | 69.8%-39.4pp |
| Annual return | -15.42% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $540 | $2,361-77.1% | $4,951-89.1% | $2,545-78.8% |
| Participant deferral / active EE | $665 | $2,919-77.2% | $5,638-88.2% | $4,237-84.3% |
| Admin fee / account holder | $333 | $502-33.6% | $14,673-97.7% | $593-43.8% |