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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 47 PARK PLACE SUITE 850 · APPLETON, WI 54914 | Recordkeeping | $440 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,694 | $56,171-79.2% | $108,745-89.2% | $55,167-78.8% |
| Participation rate | 35.6% | 70.7%-35.1pp | 77.7%-42.1pp | 69.0%-33.4pp |
| Annual return | 67.63% | 214.86%-147.2pp | 46.22%+21.4pp | 169.23%-101.6pp |
| Employer contribution / active EE | $741 | $2,153-65.6% | $3,323-77.7% | $1,963-62.2% |
| Participant deferral / active EE | $1,047 | $3,437-69.5% | $5,121-79.6% | $3,054-65.7% |
| Admin fee / account holder | $26 | $302-91.3% | $6,144-99.6% | $504-94.8% |