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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $31,392 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $2,616 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $846 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,734 | $35,485-52.8% | $74,550-77.6% | $55,725-70.0% |
| Participation rate | 31.5% | 62.5%-31.0pp | 69.1%-37.6pp | 70.9%-39.3pp |
| Annual return | -5.20% | 0.72%-5.9pp | 32.53%-37.7pp | 244.93%-250.1pp |
| Employer contribution / active EE | $338 | $777-56.6% | $1,961-82.8% | $2,078-83.7% |
| Participant deferral / active EE | $990 | $2,181-54.6% | $3,108-68.2% | $3,356-70.5% |
| Admin fee / account holder | $20 | $114-82.8% | $5,060-99.6% | $115-83.0% |