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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 68012 | Contract Administrator | $6,899 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 47 PARK PLACE STE 850 · APPLETON, WI 54914 | Recordkeeping | $855 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,319 | $52,639-67.1% | $185,117-90.6% | $62,293-72.2% |
| Participation rate | 66.2% | 63.9%+2.3pp | 77.3%-11.1pp | 69.5%-3.4pp |
| Annual return | 18.14% | 19.57%-1.4pp | 40.50%-22.4pp | 28.90%-10.8pp |
| Employer contribution / active EE | $948 | $1,483-36.1% | $4,182-77.3% | $2,042-53.6% |
| Participant deferral / active EE | $1,404 | $3,097-54.7% | $5,045-72.2% | $3,169-55.7% |
| Admin fee / account holder | $73 | $374-80.4% | $8,159-99.1% | $479-84.7% |