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| Provider | Service type | Compensation |
|---|---|---|
OTTO FEDDERN1+ years Service code 71 · EIN 20-5449749 603 NORTH SHORE DRIVE · JEFFERSONVILLE, IN 47130 | Brokerage Fees | $8,815 |
ANEW 401K TPA LLC1+ years Service code 49 · EIN 81-1963646 PO BOX 43991 · LOUISVILLE, KY 40253 | Other Services | $3,283 |
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $970 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 49 · EIN 39-1816008 47 PARK PLACE · APPLETON, WI 54914 | Other Services | $41 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,283 | $44,425-47.6% | $67,834-65.7% | $55,167-57.8% |
| Participation rate | 27.6% | 59.7%-32.1pp | 68.8%-41.2pp | 69.0%-41.4pp |
| Annual return | 9.97% | 17.80%-7.8pp | 138.47%-128.5pp | 169.23%-159.3pp |
| Employer contribution / active EE | $125 | $1,351-90.7% | $2,403-94.8% | $1,963-93.6% |
| Participant deferral / active EE | $783 | $2,166-63.8% | $3,160-75.2% | $3,054-74.4% |
| Admin fee / account holder | $334 | $530-37.1% | $4,622-92.8% | $504-33.8% |