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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC3+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 47 PARK PLACE STE 850 · APPLETON, WI 549148233 | Contract Administrator | $1,780 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH AND MGMT COMPANY Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,338 |
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).
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 | $45,728 | $43,504+5.1% | $68,612-33.4% | $56,287-18.8% |
| Participation rate | 61.2% | 67.8%-6.6pp | 72.2%-11.0pp | 69.9%-8.7pp |
| Annual return | 11.49% | -3.15%+14.6pp | -4.63%+16.1pp | -9.96%+21.4pp |
| Employer contribution / active EE | $793 | $1,525-48.0% | $2,625-69.8% | $2,111-62.4% |
| Participant deferral / active EE | $1,653 | $2,509-34.1% | $3,311-50.1% | $3,350-50.7% |
| Admin fee / account holder | $40 | $515-92.2% | $5,131-99.2% | $521-92.3% |