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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC Service code 15 · EIN 39-1816008 | Recordkeeping | $11,824 |
AMERITAS LIFE INSURANCE CORP6 years Filed as: AMERITAS LIFE INSURANCE CORPORATION Service code 15 · EIN 47-0098400 | Recordkeeping | $450 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,139 | $34,932-22.3% | $56,441-51.9% | $74,546-63.6% |
| Participation rate | 39.3% | 32.9%+6.5pp | 52.5%-13.2pp | 67.2%-27.9pp |
| Annual return | 12.79% | 24.90%-12.1pp | 1704.21%-1691.4pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $708 | $608+16.4% | $1,039-31.8% | $2,624-73.0% |
| Participant deferral / active EE | $1,024 | $1,173-12.7% | $1,953-47.5% | $4,347-76.4% |
| Admin fee / account holder | $67 | $2,359-97.2% | $2,829-97.6% | $1,944-96.6% |