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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC2+ years Service code 55 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Other Commissions | $22,829 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $21,639 |
ACTUARIAL BENEFITS CORP2+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 2790 SKYPARK DRIVE, SUITE 300 · TORRANCE, CA 90505 | Contract Administrator | $7,569 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,613 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,738 | $75,183-36.5% | $123,894-61.5% | $55,167-13.5% |
| Participation rate | 83.5% | 72.8%+10.6pp | 81.4%+2.1pp | 69.0%+14.5pp |
| Annual return | 7.43% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,442 | $5,084-52.0% | $5,984-59.2% | $3,054-20.0% |
| Admin fee / account holder | $136 | $663-79.5% | $8,357-98.4% | $504-73.1% |