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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 13-2656036 | Sub-TA Fees | $10,398 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE Service code 15 · EIN 39-1816008 47 PARK PLACE, SUITE 850 · APPLETON, WI 54914 | Recordkeeping | $540 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $16,281 | $31,388-48.1% | $73,550-77.9% | $62,293-73.9% |
| Participation rate | 48.4% | 39.9%+8.6pp | 54.9%-6.5pp | 69.5%-21.1pp |
| Annual return | 16.96% | 25.34%-8.4pp | -15.16%+32.1pp | 28.90%-11.9pp |
| Employer contribution / active EE | $456 | $498-8.5% | $1,219-62.6% | $2,042-77.7% |
| Participant deferral / active EE | $1,113 | $1,028+8.2% | $1,804-38.3% | $3,169-64.9% |
| Admin fee / account holder | $64 | $299-78.8% | $2,320-97.3% | $479-86.7% |