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| Provider | Service type | Compensation |
|---|---|---|
RUBINBROWN LLP1 year Filed as: RUBINBROWN,LLC Service code 10 · EIN 43-0765316 | Accounting | $11,350 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,455 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $4,675 |
THE RETIREMENT ADVANTAGE INC5+ years Service code 15 47 PARK PLACE · APPLETON, WI 54914 | Recordkeeping | $3,735 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
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 | $18,801 | $103,685-81.9% | $105,387-82.2% | $65,185-71.2% |
| Participation rate | 79.0% | 83.2%-4.2pp | 82.6%-3.6pp | 70.2%+8.8pp |
| Annual return | 18.71% | 23.88%-5.2pp | 26.82%-8.1pp | 29.38%-10.7pp |
| Employer contribution / active EE | $4,072 | $3,842+6.0% | $4,213-3.4% | $2,177+87.1% |
| Participant deferral / active EE | $173 | $5,634-96.9% | $5,502-96.9% | $3,514-95.1% |
| Admin fee / account holder | $371 | $399-7.0% | $6,559-94.3% | $847-56.3% |