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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $48,134 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 | Recordkeeping | $2,995 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $718 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,256 | $64,286-62.3% | $90,970-73.3% | $73,412-67.0% |
| Participation rate | 26.7% | 63.6%-36.9pp | 69.0%-42.3pp | 72.2%-45.5pp |
| Annual return | 13.70% | 21.46%-7.8pp | 134.58%-120.9pp | 59.30%-45.6pp |
| Employer contribution / active EE | $337 | $895-62.3% | $2,122-84.1% | $2,234-84.9% |
| Participant deferral / active EE | $989 | $2,453-59.7% | $3,373-70.7% | $3,806-74.0% |
| Admin fee / account holder | $154 | $287-46.3% | $5,960-97.4% | $158-2.3% |