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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 49 · EIN 71-0294708 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $43,527 | $69,848-37.7% | $115,756-62.4% | $66,930-35.0% |
| Participation rate | 61.2% | 70.6%-9.4pp | 77.1%-15.8pp | 69.8%-8.6pp |
| Annual return | -15.41% | 969.66%-985.1pp | 143.14%-158.6pp | 1.57%-17.0pp |
| Employer contribution / active EE | $2,346 | $2,613-10.2% | $3,793-38.1% | $2,545-7.8% |
| Participant deferral / active EE | $5,273 | $4,274+23.4% | $6,254-15.7% | $4,238+24.4% |
| Admin fee / account holder | $10 | $337-97.0% | $8,124-99.9% | $593-98.3% |