Filed December 14, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 63-0879387 | Other Services | $46,652 |
THE RETIREMENT ADVANTAGE INC3 years Service code 49 · EIN 39-1816008 | Other Services | $22,402 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,071 | $47,180+122.7% | $149,723-29.8% | $74,473+41.1% |
| Participation rate | 67.8% | 63.4%+4.4pp | 78.8%-10.9pp | 70.7%-2.9pp |
| Annual return | 13.99% | 22.75%-8.8pp | 134.50%-120.5pp | 34.36%-20.4pp |
| Employer contribution / active EE | $2,782 | $1,907+45.9% | $4,821-42.3% | $2,638+5.4% |
| Participant deferral / active EE | $4,478 | $2,730+64.0% | $5,682-21.2% | $4,530-1.2% |
| Admin fee / account holder | $26 | $343-92.5% | $13,215-99.8% | $347-92.6% |