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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $11,690 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,189 |
THE RETIREMENT ADVANTAGE INC2 years Service code 13 · EIN 39-1816008 | Contract Administrator | $4,256 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,634 | $58,311+22.8% | $81,882-12.5% | $80,959-11.5% |
| Participation rate | 76.9% | 63.5%+13.4pp | 72.4%+4.5pp | 67.7%+9.3pp |
| Annual return | 9.17% | 41.85%-32.7pp | 779.47%-770.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $1,952 | $2,347-16.8% | $2,916-33.1% | $2,757-29.2% |
| Participant deferral / active EE | $3,644 | $3,287+10.9% | $4,323-15.7% | $4,300-15.3% |
| Admin fee / account holder | $275 | $4,752-94.2% | $7,360-96.3% | $6,925-96.0% |