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| Provider | Service type | Compensation |
|---|---|---|
INDEPENDENT FINANCIAL GROUP LLC7+ years Service code 55 | Other Commissions | $18,144 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $12,432 |
ACTUARIAL BENEFITS CORP7+ years Filed as: ACTUARIAL BENEFITS CORP. Service code 13 2790 SKYPARK DR STE 300 · TORRANCE, CA 90505 | Contract Administrator | $6,988 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $3,855 |
INDEPENDENT FINANCIAL GROUP LLC7+ 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.
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).
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 | $119,152 | $104,482+14.0% | $159,455-25.3% | $79,393+50.1% |
| Participation rate | 19.2% | 76.6%-57.5pp | 82.8%-63.7pp | 70.7%-51.5pp |
| Annual return | 12.60% | 67.96%-55.4pp | 263.63%-251.0pp | 116.87%-104.3pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $4,830-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,592 | $6,467-75.4% | $7,353-78.4% | $4,046-60.7% |
| Admin fee / account holder | $285 | $711-59.9% | $10,800-97.4% | $627-54.4% |