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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $6,315 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,164 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 101 E GRAND AVENUE STE 16 · 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,107 | $70,917-67.4% | $98,920-76.6% | $73,493-68.6% |
| Participation rate | 59.7% | 73.8%-14.1pp | 76.0%-16.3pp | 70.7%-11.0pp |
| Annual return | -3.32% | 34.18%-37.5pp | 196.47%-199.8pp | 28.51%-31.8pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,568 | $3,501-55.2% | $4,245-63.1% | $3,740-58.1% |
| Admin fee / account holder | $82 | $535-84.6% | $6,643-98.8% | $513-84.0% |