Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $45,022-65.7% | $85,126-81.9% | $77,714-80.1% |
| Participation rate | 91.0% | 48.7%+42.3pp | 67.5%+23.4pp | 70.6%+20.4pp |
| Annual return | 13.32% | 79.38%-66.1pp | 66.63%-53.3pp | 31.26%-17.9pp |
| Employer contribution / active EE | $9,429 | $1,610+485.7% | $2,731+245.2% | $2,727+245.8% |
| Participant deferral / active EE | $0 | $2,811-100.0% | $4,523-100.0% | $4,649-100.0% |
| Admin fee / account holder | $189 | $913-79.3% | $6,160-96.9% | $433-56.3% |