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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 101 E GRAND AVENUE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $5,748 |
NFP RETIREMENT INC2+ years Filed as: NFP CORPORATE SERVICES (MN) INC Service code 27 9655 SCHMIDT LAKE ROAD · PLYMOUTH, MN 55442 | Advisory (Plan) | $5,500 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,660 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,783 | $85,766-15.1% | $136,298-46.6% | $70,126+3.8% |
| Participation rate | 25.9% | 74.2%-48.2pp | 81.9%-56.0pp | 69.5%-43.6pp |
| Annual return | 25.64% | 31.46%-5.8pp | 5156.27%-5130.6pp | 73.15%-47.5pp |
| Employer contribution / active EE | $6,809 | $2,966+129.6% | $4,696+45.0% | $2,343+190.7% |
| Participant deferral / active EE | $11,141 | $5,051+120.6% | $6,247+78.3% | $3,332+234.4% |
| Admin fee / account holder | $45 | $5,421-99.2% | $9,244-99.5% | $4,645-99.0% |