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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC1+ years Filed as: 401(K) ADVISORS Service code 27 · EIN 33-0905143 | Advisory (Plan) | $32,389 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 | Other Services | $8,685 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $3,515 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,084 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 49 · EIN 39-1816008 | Other Services | $0 |
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 | $59,208 | $68,413-13.5% | $123,106-51.9% | $55,191+7.3% |
| Participation rate | 79.9% | 84.5%-4.6pp | 86.8%-6.9pp | 69.2%+10.8pp |
| Annual return | 0.89% | 6.30%-5.4pp | 13.22%-12.3pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,144 | $3,050-62.5% | $5,151-77.8% | $1,899-39.8% |
| Participant deferral / active EE | $4,491 | $4,4900% | $6,229-27.9% | $3,046+47.4% |
| Admin fee / account holder | $105 | $88+19.4% | $9,015-98.8% | $91+15.5% |