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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC5 years Service code 13 101 E GRAND AVE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $15,050 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,123 | $55,458+37.3% | $76,030+0.1% | $77,762-2.1% |
| Participation rate | 58.8% | 63.6%-4.8pp | 69.1%-10.3pp | 70.6%-11.8pp |
| Annual return | 10.05% | 17.10%-7.1pp | 361.54%-351.5pp | 31.27%-21.2pp |
| Employer contribution / active EE | $3,701 | $1,792+106.5% | $2,688+37.7% | $2,728+35.7% |
| Participant deferral / active EE | $4,595 | $3,454+33.0% | $4,257+7.9% | $4,651-1.2% |
| Admin fee / account holder | $37 | $411-91.1% | $6,421-99.4% | $433-91.6% |