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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,763 |
Filed as: THE RETIREMENT ADVANTAGE Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,017 | $63,314-40.0% | $91,004-58.2% | $62,293-39.0% |
| Participation rate | 32.7% | 73.3%-40.6pp | 75.6%-42.9pp | 69.5%-36.8pp |
| Annual return | 17.39% | 21.00%-3.6pp | 4.60%+12.8pp | 28.90%-11.5pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,127 | $2,944-61.7% | $3,548-68.2% | $3,169-64.4% |
| Admin fee / account holder | $15 | $468-96.8% | $5,417-99.7% | $479-96.9% |