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| Provider | Service type | Compensation |
|---|---|---|
SII INVESTMENTS INC1 year Filed as: SII INVESTMENTS INC. Service code 55 | Other Commissions | $7,074 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 47 PARK PLACE STE 850 · APPLETON, WI 549148233 | Contract Administrator | $2,320 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MGMT COMPANY Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,363 |
SII INVESTMENTS INC1 year Filed as: SII INVESTMENTS, INC. Service code 55 702 E. WILLOW DRIVE · SPENCER, WI 544799344 | Other Commissions | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,461 | $50,385-21.7% | $75,501-47.7% | $62,293-36.7% |
| Participation rate | 59.9% | 67.7%-7.8pp | 72.4%-12.5pp | 69.5%-9.6pp |
| Annual return | 13.11% | 19.90%-6.8pp | 27.35%-14.2pp | 28.90%-15.8pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,476 | $2,445-39.6% | $3,142-53.0% | $3,169-53.4% |
| Admin fee / account holder | $46 | $384-88.1% | $5,801-99.2% | $479-90.4% |