Filed January 2, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT ADVANTAGE Service code 50 · EIN 39-1816008 | Direct Payment | $1,065 |
Service code 60 · EIN 13-2656036 | Sub-TA Fees | $160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,260 | $46,732+5.4% | $156,551-68.5% | $55,167-10.7% |
| Participation rate | 65.9% | 65.8%+0.1pp | 84.0%-18.1pp | 69.0%-3.1pp |
| Annual return | 4.22% | 17.72%-13.5pp | 32.23%-28.0pp | 169.23%-165.0pp |
| Employer contribution / active EE | $2,692 | $2,105+27.9% | $5,501-51.1% | $1,963+37.2% |
| Participant deferral / active EE | $5,399 | $2,204+144.9% | $4,871+10.8% | $3,054+76.8% |
| Admin fee / account holder | $9 | $418-97.9% | $13,028-99.9% | $504-98.2% |