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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $66,427 |
Service code 49 · EIN 52-2114207 | Other Services | $42,234 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 · EIN 39-1816008 | Contract Administrator | $9,072 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $445 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,429 | $89,465-48.1% | $165,071-71.9% | $77,736-40.3% |
| Participation rate | 97.2% | 78.6%+18.6pp | 78.6%+18.6pp | 70.6%+26.6pp |
| Annual return | 22.15% | 28.86%-6.7pp | 70.17%-48.0pp | 31.26%-9.1pp |
| Employer contribution / active EE | $2,839 | $2,565+10.7% | $4,347-34.7% | $2,728+4.1% |
| Participant deferral / active EE | $7,727 | $4,904+57.5% | $6,035+28.0% | $4,651+66.1% |
| Admin fee / account holder | $108 | $340-68.1% | $12,695-99.1% | $433-75.0% |