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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $28,415 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,530 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC. Service code 27 · EIN 13-4071393 | Advisory (Plan) | $12,317 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,062 | $60,393-53.5% | $81,820-65.7% | $74,429-62.3% |
| Participation rate | 92.1% | 62.9%+29.2pp | 72.4%+19.7pp | 67.2%+24.8pp |
| Annual return | 15.36% | 16.89%-1.5pp | 777.93%-762.6pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $1,639 | $2,626-37.6% | $2,915-43.8% | $2,625-37.5% |
| Participant deferral / active EE | $3,393 | $3,397-0.1% | $4,323-21.5% | $4,348-22.0% |
| Admin fee / account holder | $211 | $1,491-85.8% | $7,391-97.1% | $1,944-89.1% |