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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $5,735 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $107 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $14,257 | $33,745-57.8% | $64,105-77.8% | $55,191-74.2% |
| Participation rate | 83.0% | 59.4%+23.6pp | 68.2%+14.8pp | 69.2%+13.8pp |
| Annual return | -1.14% | 4.95%-6.1pp | 791.24%-792.4pp | 10.78%-11.9pp |
| Employer contribution / active EE | $0 | $641-100.0% | $1,820-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $942 | $1,929-51.2% | $2,822-66.6% | $3,046-69.1% |
| Admin fee / account holder | $8 | $94-91.8% | $4,499-99.8% | $91-91.4% |