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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT PLANS, INC.6+ years Filed as: RETIREMENT PLANS INC. Service code 16 · EIN 90-0734163 | Consulting | $19,529 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,010 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,270 | $93,010-67.5% | $96,538-68.6% | $74,473-59.4% |
| Participation rate | 61.7% | 71.6%-9.8pp | 74.3%-12.6pp | 70.7%-9.0pp |
| Annual return | 18.02% | 37.50%-19.5pp | 35.74%-17.7pp | 34.36%-16.3pp |
| Employer contribution / active EE | $1,155 | $3,427-66.3% | $3,740-69.1% | $2,638-56.2% |
| Participant deferral / active EE | $2,140 | $3,971-46.1% | $4,880-56.1% | $4,530-52.8% |
| Admin fee / account holder | $121 | $633-80.9% | $6,737-98.2% | $347-65.2% |