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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $1,089 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.
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 | $18,355 | $56,443-67.5% | $83,831-78.1% | $55,725-67.1% |
| Participation rate | 35.9% | 72.0%-36.2pp | 76.1%-40.3pp | 70.9%-35.0pp |
| Annual return | 22.00% | 393.67%-371.7pp | 850.99%-829.0pp | 244.93%-222.9pp |
| Employer contribution / active EE | $286 | $2,682-89.3% | $3,631-92.1% | $2,078-86.2% |
| Participant deferral / active EE | $1,912 | $2,965-35.5% | $4,082-53.2% | $3,356-43.0% |
| Admin fee / account holder | $143 | $156-8.5% | $5,479-97.4% | $115+24.1% |