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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FREEDOM WEALTH ALLIANCE Service code 99 · EIN 46-4951227 | Other Fees | $11,008 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 600 S NICOLET RD · APPLETON, WI 54914 | Other Services | $7,742 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,556 | $49,451+46.7% | $79,550-8.8% | $66,914+8.4% |
| Participation rate | 50.0% | 61.3%-11.3pp | 69.5%-19.5pp | 69.8%-19.8pp |
| Annual return | -17.05% | 84.25%-101.3pp | 0.16%-17.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $730 | $1,266-42.3% | $2,413-69.8% | $2,544-71.3% |
| Participant deferral / active EE | $3,854 | $3,159+22.0% | $3,985-3.3% | $4,237-9.0% |
| Admin fee / account holder | $22 | $595-96.3% | $6,832-99.7% | $593-96.3% |