Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: INDEPENDENT FINANCIAL PARTNERS RBG Service code 27 · EIN 59-3331424 | Advisory (Plan) | $13,097 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,228 |
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 | $22,524 | $63,314-64.4% | $91,004-75.2% | $62,293-63.8% |
| Participation rate | 81.0% | 73.3%+7.7pp | 75.6%+5.4pp | 69.5%+11.5pp |
| Annual return | 19.20% | 21.00%-1.8pp | 4.60%+14.6pp | 28.90%-9.7pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,494 | $2,944-15.3% | $3,548-29.7% | $3,169-21.3% |
| Admin fee / account holder | $117 | $468-74.9% | $5,417-97.8% | $479-75.5% |