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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC3+ years Service code 55 | Other Commissions | $13,620 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,445 |
ACTUARIAL BENEFITS CORP3+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 2790 SKYPARK DR STE 300 · TORRANCE, CA 90505 | Contract Administrator | $4,964 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $500 |
INDEPENDENT FINANCIAL GROUP LLC3+ years Filed as: INDEPENDENT FINANCIAL GROUP Service code 55 12636 HIGH BLUFF DRIVE · SAN DIEGO, CA 92130 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $102,094 | $80,753+26.4% | $136,298-25.1% | $62,293+63.9% |
| Participation rate | 25.0% | 73.5%-48.5pp | 81.9%-56.9pp | 69.5%-44.5pp |
| Annual return | 12.03% | 35.83%-23.8pp | 5156.27%-5144.2pp | 28.90%-16.9pp |
| Employer contribution / active EE | $3 | $2,884-99.9% | $4,696-99.9% | $2,042-99.8% |
| Participant deferral / active EE | $2,489 | $5,164-51.8% | $6,247-60.2% | $3,169-21.5% |
| Admin fee / account holder | $219 | $525-58.4% | $9,244-97.6% | $479-54.4% |