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| Provider | Service type | Compensation |
|---|---|---|
RMR WEALTH BUILDERS INC1 year Service code 99 · EIN 11-2812983 | Other Fees | $21,962 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,480 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 49 600 S NICOLET RD · APPLETON, WI 54914 | Other Services | $1,981 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,608 | $85,515-68.9% | $112,040-76.3% | $67,986-60.9% |
| Participation rate | 89.5% | 68.2%+21.3pp | 76.5%+13.0pp | 57.2%+32.3pp |
| Annual return | 19.91% | 29.68%-9.8pp | 24.52%-4.6pp | 31.67%-11.8pp |
| Employer contribution / active EE | $2,647 | $2,191+20.8% | $2,954-10.4% | $2,019+31.1% |
| Participant deferral / active EE | $4,737 | $4,014+18.0% | $5,098-7.1% | $3,358+41.1% |
| Admin fee / account holder | $49 | $3,774-98.7% | $12,098-99.6% | $3,203-98.5% |