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| Provider | Service type | Compensation |
|---|---|---|
THE RETIREMENT ADVANTAGE INC4 years Service code 13 101 E GRAND AVE STE 16 · PORT WASHINGTON, WI 53074 | Contract Administrator | $11,665 |
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 | $66,415 | $49,763+33.5% | $70,565-5.9% | $74,473-10.8% |
| Participation rate | 64.6% | 64.6%-0.1pp | 68.4%-3.8pp | 70.7%-6.2pp |
| Annual return | 13.08% | 21.21%-8.1pp | 32.79%-19.7pp | 34.36%-21.3pp |
| Employer contribution / active EE | $3,724 | $1,776+109.8% | $2,976+25.2% | $2,638+41.2% |
| Participant deferral / active EE | $4,408 | $3,379+30.5% | $4,568-3.5% | $4,530-2.7% |
| Admin fee / account holder | $35 | $316-88.9% | $6,430-99.5% | $347-89.9% |