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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $39,928 |
THE RETIREMENT ADVANTAGE INC3 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $3,222 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $1,095 |
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).
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 | $23,824 | $40,174-40.7% | $84,021-71.6% | $67,579-64.7% |
| Participation rate | 29.5% | 62.7%-33.2pp | 69.0%-39.6pp | 71.3%-41.8pp |
| Annual return | 27.11% | 25.82%+1.3pp | 71.32%-44.2pp | 378.56%-351.4pp |
| Employer contribution / active EE | $330 | $808-59.2% | $1,984-83.4% | $2,148-84.7% |
| Participant deferral / active EE | $1,060 | $2,301-53.9% | $3,239-67.3% | $3,539-70.1% |
| Admin fee / account holder | $23 | $128-82.4% | $6,102-99.6% | $142-84.2% |