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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC6 years Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $27,850 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,952 |
FRONTIER CAPITAL MANAGEMENT5 years Filed as: FRONTIER WEALTH ENTERPRISES LLC Service code 27 4435 MAIN STREET, SUITE 650 · KANSAS CITY, MO 64111 | Advisory (Plan) | $13,606 |
Service code 10 9401 W 87TH ST, STE 200 · OVERLAND PARK, KS 66212 | Accounting | $10,691 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $166,242-100.0% | $165,071-100.0% | $145,884-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | -0.56% | 100.44%-101.0pp | 70.17%-70.7pp | 551.85%-552.4pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |