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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $1,085 |
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 | $56,741 | $50,958+11.3% | $74,552-23.9% | $64,181-11.6% |
| Participation rate | 93.8% | 61.1%+32.7pp | 69.1%+24.6pp | 69.6%+24.2pp |
| Annual return | 0.74% | -1.86%+2.6pp | 32.53%-31.8pp | 7.63%-6.9pp |
| Employer contribution / active EE | $1,822 | $1,115+63.3% | $1,961-7.1% | $2,381-23.5% |
| Participant deferral / active EE | $1,687 | $2,301-26.7% | $3,108-45.7% | $3,470-51.4% |
| Admin fee / account holder | $11 | $4,223-99.7% | $5,060-99.8% | $4,887-99.8% |