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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER FINANCIAL WEALTH MANAGEMENT Service code 27 · EIN 84-4719911 | Advisory (Plan) | $8,042 |
THE RETIREMENT ADVANTAGE INC2 years Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 15 · EIN 39-1816008 | Recordkeeping | $1,950 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $1,829 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,485 | $73,978-81.8% | $96,515-86.0% | $75,173-82.1% |
| Participation rate | 81.3% | 66.4%+14.9pp | 74.3%+7.0pp | 67.2%+14.1pp |
| Annual return | 13.79% | 26.72%-12.9pp | 35.73%-21.9pp | 160.72%-146.9pp |
| Employer contribution / active EE | $343 | $2,931-88.3% | $3,740-90.8% | $2,671-87.2% |
| Participant deferral / active EE | $2,275 | $3,660-37.9% | $4,880-53.4% | $4,126-44.9% |
| Admin fee / account holder | $96 | $5,219-98.2% | $6,735-98.6% | $5,651-98.3% |