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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL PARTNERS RBG Service code 27 · EIN 59-3331424 | Advisory (Plan) | $11,249 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,074 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,479 | $56,640-67.4% | $78,002-76.3% | $55,167-66.5% |
| Participation rate | 82.1% | 73.3%+8.8pp | 75.5%+6.6pp | 69.0%+13.1pp |
| Annual return | 7.18% | 2868.48%-2861.3pp | 425.99%-418.8pp | 169.23%-162.1pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,295 | $2,778-17.4% | $3,497-34.4% | $3,054-24.9% |
| Admin fee / account holder | $104 | $467-77.8% | $5,481-98.1% | $504-79.4% |