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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,819 |
Service code 17 · EIN 94-0304228 | Pension Consulting | $14,176 |
Filed as: THE RETIREMENT ADVANTAGE INC. Service code 49 | Other Services | $6,419 |
Service code 49 · EIN 39-1816008 | Other Services | $0 |
Participant 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,324 | $78,423-58.8% | $95,964-66.3% | $79,856-59.5% |
| Participation rate | 86.9% | 73.5%+13.4pp | 77.1%+9.8pp | 69.6%+17.3pp |
| Annual return | 13.33% | 19.37%-6.0pp | 91.64%-78.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $8,571 | $1,945+340.6% | $2,541+237.3% | $2,471+246.9% |
| Participant deferral / active EE | $1,484 | $3,440-56.9% | $4,167-64.4% | $3,741-60.3% |
| Admin fee / account holder | $325 | $5,622-94.2% | $6,797-95.2% | $5,306-93.9% |