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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT PLANS, INC.5+ years Filed as: RETIREMENT PLANS INC. Service code 27 · EIN 90-0734163 | Advisory (Plan) | $18,514 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $16,892 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,066 | $106,236-78.3% | $112,263-79.5% | $64,824-64.4% |
| Participation rate | 71.4% | 71.7%-0.3pp | 75.1%-3.6pp | 71.5%0pp |
| Annual return | -16.58% | -6.02%-10.6pp | 27.49%-44.1pp | 32.84%-49.4pp |
| Employer contribution / active EE | $1,826 | $3,167-42.3% | $3,636-49.8% | $2,507-27.2% |
| Participant deferral / active EE | $2,417 | $3,786-36.2% | $4,729-48.9% | $4,311-43.9% |
| Admin fee / account holder | $107 | $452-76.4% | $6,410-98.3% | $188-43.2% |