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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $15,781 |
Filed as: THE RETIREMENT ADVANTAGE Service code 65 · EIN 39-1816008 | Account Maintenance | $1,097 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,143 | $46,722-54.7% | $130,660-83.8% | $65,185-67.6% |
| Participation rate | 33.6% | 60.9%-27.3pp | 71.7%-38.1pp | 70.2%-36.6pp |
| Annual return | 21.12% | 24.17%-3.0pp | 1709.29%-1688.2pp | 29.38%-8.3pp |
| Employer contribution / active EE | $188 | $1,488-87.3% | $4,092-95.4% | $2,177-91.4% |
| Participant deferral / active EE | $1,083 | $2,545-57.5% | $3,603-70.0% | $3,514-69.2% |
| Admin fee / account holder | $237 | $453-47.6% | $5,463-95.7% | $847-72.0% |