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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IFP SECURITIES LLC Service code 55 3030 N ROCKY POINT DR W STE 700 · TAMPA, FL 33607 | Other Commissions | $12,035 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,090 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $3,428 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,053 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,653 | $91,179-57.6% | $178,499-78.3% | $79,852-51.6% |
| Participation rate | 74.7% | 69.2%+5.5pp | 81.9%-7.2pp | 69.6%+5.1pp |
| Annual return | 11.74% | 24.19%-12.4pp | 151.10%-139.4pp | 31.72%-20.0pp |
| Employer contribution / active EE | $530 | $3,256-83.7% | $5,011-89.4% | $2,471-78.6% |
| Participant deferral / active EE | $3,361 | $3,236+3.9% | $5,202-35.4% | $3,740-10.2% |
| Admin fee / account holder | $136 | $6,749-98.0% | $13,986-99.0% | $5,306-97.4% |