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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,713 |
Service code 27 · EIN 83-2371666 | Advisory (Plan) | $28,359 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $12,549 |
DAVIS WRIGHT TREMAINE1 year Filed as: DAVIS & GILBERT LLP Service code 29 · EIN 13-1504385 | Legal | $10,506 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,427 | $44,980-65.7% | $85,063-81.9% | $77,692-80.1% |
| Participation rate | 91.0% | 48.6%+42.3pp | 67.5%+23.5pp | 70.6%+20.4pp |
| Annual return | 13.32% | 79.13%-65.8pp | 66.54%-53.2pp | 31.25%-17.9pp |
| Employer contribution / active EE | $9,429 | $1,607+486.7% | $2,727+245.7% | $2,726+245.9% |
| Participant deferral / active EE | $0 | $2,804-100.0% | $4,523-100.0% | $4,648-100.0% |
| Admin fee / account holder | $189 | $911-79.2% | $6,155-96.9% | $431-56.0% |