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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 13 101 E GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $2,400 |
Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $631 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,581 | $80,753-64.6% | $136,294-79.0% | $62,292-54.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.81% | 35.83%-16.0pp | 5155.94%-5136.1pp | 28.90%-9.1pp |
| Employer contribution / active EE | $1,213 | $2,884-57.9% | $4,695-74.2% | $2,042-40.6% |
| Participant deferral / active EE | $5,334 | $5,164+3.3% | $6,247-14.6% | $3,169+68.3% |
| Admin fee / account holder | $12 | $525-97.8% | $9,243-99.9% | $479-97.6% |