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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC4+ years Service code 55 | Other Commissions | $15,540 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,239 |
ACTUARIAL BENEFITS CORP4+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 2790 SKYPARK DR STE 300 · TORRANCE, CA 90505 | Contract Administrator | $5,574 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $425 |
INDEPENDENT FINANCIAL GROUP LLC4+ 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $93,017 | $73,102+27.2% | $123,553-24.7% | $56,289+65.3% |
| Participation rate | 17.9% | 74.3%-56.4pp | 82.3%-64.4pp | 69.9%-52.0pp |
| Annual return | -5.05% | 3.01%-8.1pp | 119.21%-124.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,366 | $5,423-56.4% | $6,426-63.2% | $3,350-29.4% |
| Admin fee / account holder | $211 | $554-61.8% | $9,284-97.7% | $521-59.4% |