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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 | $60,504-53.6% | $81,882-65.7% | $74,478-62.3% |
| Participation rate | 92.1% | 62.9%+29.1pp | 72.4%+19.7pp | 67.2%+24.8pp |
| Annual return | 15.36% | 16.91%-1.6pp | 779.47%-764.1pp | 1370.56%-1355.2pp |
| Employer contribution / active EE | $1,639 | $2,627-37.6% | $2,916-43.8% | $2,626-37.6% |
| Participant deferral / active EE | $3,393 | $3,400-0.2% | $4,323-21.5% | $4,350-22.0% |
| Admin fee / account holder | $211 | $1,492-85.8% | $7,360-97.1% | $1,946-89.1% |