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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC3 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $3,207 |
Service code 64 8515 E ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,300 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $682 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $404 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,006 | $73,638-86.4% | $95,960-89.6% | $73,493-86.4% |
| Participation rate | 75.4% | 76.2%-0.7pp | 77.1%-1.6pp | 70.7%+4.8pp |
| Annual return | 23.06% | 16.78%+6.3pp | 91.63%-68.6pp | 28.51%-5.5pp |
| Employer contribution / active EE | $263 | $1,863-85.9% | $2,541-89.7% | $2,270-88.4% |
| Participant deferral / active EE | $1,466 | $3,617-59.5% | $4,167-64.8% | $3,740-60.8% |
| Admin fee / account holder | $9 | $482-98.2% | $6,797-99.9% | $513-98.3% |