Filed October 22, 2019 (most recent of 2 filings on file)
Total covered: 45 employees
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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC1+ years Service code 49 | Other Services | $23,406 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES LLC Service code 49 · EIN 74-2794194 | Other Services | $15,092 |
401(K) ADVISORS INC1+ years Service code 27 · EIN 33-0905143 | Advisory (Plan) | $13,012 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,870 |
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 | $95,054 | $54,320+75.0% | $67,652+40.5% | $52,331+81.6% |
| Participation rate | 94.9% | 73.6%+21.3pp | 75.7%+19.2pp | 68.1%+26.8pp |
| Annual return | -0.55% | 6.81%-7.4pp | 6625.40%-6625.9pp | 4.54%-5.1pp |
| Employer contribution / active EE | $2,648 | $1,544+71.5% | $2,266+16.9% | $1,882+40.7% |
| Participant deferral / active EE | $5,807 | $2,950+96.8% | $3,560+63.1% | $3,022+92.1% |
| Admin fee / account holder | $71 | $527-86.5% | $4,821-98.5% | $592-88.0% |