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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $2,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,109 | $47,977+14.9% | $154,108-64.2% | $56,289-2.1% |
| Participation rate | 28.5% | 66.2%-37.7pp | 83.0%-54.6pp | 69.9%-41.4pp |
| Annual return | -4.36% | 3.54%-7.9pp | 735.21%-739.6pp | -9.96%+5.6pp |
| Employer contribution / active EE | $549 | $2,169-74.7% | $5,298-89.6% | $2,111-74.0% |
| Participant deferral / active EE | $1,149 | $2,392-52.0% | $5,081-77.4% | $3,350-65.7% |
| Admin fee / account holder | $30 | $438-93.1% | $13,411-99.8% | $521-94.2% |