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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT ADVANTAGE Service code 14 · EIN 39-1816008 | Plan Administrator | $4,965 |
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 | $17,047 | $88,122-80.7% | $141,191-87.9% | $67,579-74.8% |
| Participation rate | 68.8% | 76.5%-7.6pp | 82.5%-13.6pp | 71.3%-2.5pp |
| Annual return | 32.51% | 75.40%-42.9pp | 71.41%-38.9pp | 378.56%-346.0pp |
| Employer contribution / active EE | $1,757 | $3,224-45.5% | $4,736-62.9% | $2,148-18.2% |
| Participant deferral / active EE | $3,074 | $5,958-48.4% | $6,710-54.2% | $3,539-13.1% |
| Admin fee / account holder | $5 | $131-96.4% | $10,264-100.0% | $142-96.7% |