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| Provider | Service type | Compensation |
|---|---|---|
CASSEL PLAN AUDITS, INC1 year Service code 99 · EIN 22-2000222 | Other Fees | $8,785 |
Filed as: THE RETIREMENT PLAN ADVANTAGE Service code 49 600 S NICOLET ROAD · APPLETON, WI 54914 | Other Services | $0 |
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 | $58,280 | $49,471+17.8% | $79,583-26.8% | $66,949-12.9% |
| Participation rate | 71.4% | 61.4%+10.1pp | 69.5%+1.9pp | 69.8%+1.6pp |
| Annual return | -13.95% | 84.30%-98.2pp | 0.16%-14.1pp | 1.57%-15.5pp |
| Employer contribution / active EE | $1,726 | $1,266+36.3% | $2,414-28.5% | $2,545-32.2% |
| Participant deferral / active EE | $3,012 | $3,160-4.7% | $3,986-24.4% | $4,239-28.9% |
| Admin fee / account holder | $118 | $595-80.2% | $6,835-98.3% | $594-80.2% |