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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RIVERSEDGE ADVANCED RETIREMENT SOLU Service code 15 · EIN 27-1155910 601 BROAD STREET · SEWICKLEY, PA 15143 | Recordkeeping | $5,274 |
PENSION WORKS, INC.4+ years Service code 17 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Pension Consulting | $2,580 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $15,657 | $52,961-70.4% | $172,752-90.9% | $65,185-76.0% |
| Participation rate | 66.7% | 66.2%+0.5pp | 82.6%-16.0pp | 70.2%-3.5pp |
| Annual return | 19.78% | 30.12%-10.3pp | 802.97%-783.2pp | 29.38%-9.6pp |
| Employer contribution / active EE | $479 | $2,190-78.2% | $5,144-90.7% | $2,177-78.0% |
| Participant deferral / active EE | $972 | $2,471-60.7% | $5,198-81.3% | $3,514-72.4% |
| Admin fee / account holder | $89 | $472-81.2% | $13,955-99.4% | $847-89.5% |