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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $24,466 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $76,468 | $64,359+18.8% | $90,161-15.2% | $70,126+9.0% |
| Participation rate | 79.1% | 70.4%+8.6pp | 76.9%+2.2pp | 69.5%+9.5pp |
| Annual return | 13.03% | 28.13%-15.1pp | 34.89%-21.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $530 | $2,046-74.1% | $3,318-84.0% | $2,343-77.4% |
| Participant deferral / active EE | $4,800 | $4,389+9.4% | $5,287-9.2% | $3,332+44.1% |
| Admin fee / account holder | $272 | $3,945-93.1% | $5,943-95.4% | $4,645-94.1% |