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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC7 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 14 · EIN 39-1816008 | Plan Administrator | $22,718 |
INVISTA ADVISORS4 years Service code 14 · EIN 63-1204395 | Plan Administrator | $17,108 |
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,521 | $78,636-71.4% | $105,607-78.7% | $74,459-69.8% |
| Participation rate | 62.7% | 72.8%-10.0pp | 75.3%-12.6pp | 67.2%-4.5pp |
| Annual return | 12.88% | 15.96%-3.1pp | 116.11%-103.2pp | 1369.70%-1356.8pp |
| Employer contribution / active EE | $1,403 | $2,523-44.4% | $3,167-55.7% | $2,626-46.6% |
| Participant deferral / active EE | $1,982 | $4,322-54.1% | $5,011-60.4% | $4,350-54.4% |
| Admin fee / account holder | $138 | $2,220-93.8% | $10,958-98.7% | $1,945-92.9% |