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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT ADVANTAGE Service code 50 · EIN 39-1816008 47 PARK PLACE, SUITE 850 · APPLETON, WI 54914 | Direct Payment | $185 |
Service code 60 · EIN 13-2656036 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $13,603 | $25,723-47.1% | $69,182-80.3% | $55,167-75.3% |
| Participation rate | 53.8% | 39.4%+14.3pp | 55.1%-1.3pp | 69.0%-15.2pp |
| Annual return | 3.99% | 9.56%-5.6pp | -21.93%+25.9pp | 169.23%-165.2pp |
| Employer contribution / active EE | $395 | $480-17.7% | $1,206-67.2% | $1,963-79.9% |
| Participant deferral / active EE | $914 | $963-5.1% | $1,897-51.8% | $3,054-70.1% |
| Admin fee / account holder | $51 | $365-86.0% | $2,697-98.1% | $504-89.9% |