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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 | Contract Administrator | $20,708 |
Filed as: THE RETIREMENT ADVANTAGE Service code 15 600 S NICOLET ST · APPLETON, WI 54914 | Recordkeeping | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,748 | $58,888-51.2% | $178,498-83.9% | $73,493-60.9% |
| Participation rate | 25.1% | 66.2%-41.1pp | 81.9%-56.8pp | 70.7%-45.5pp |
| Annual return | 16.29% | 24.86%-8.6pp | 151.09%-134.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $506 | $2,236-77.4% | $5,011-89.9% | $2,270-77.7% |
| Participant deferral / active EE | $1,159 | $2,568-54.9% | $5,202-77.7% | $3,740-69.0% |
| Admin fee / account holder | $210 | $400-47.5% | $13,985-98.5% | $513-59.1% |