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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $3,137 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,281 | $81,474-67.7% | $133,971-80.4% | $73,493-64.2% |
| Participation rate | 48.6% | 76.4%-27.7pp | 79.8%-31.2pp | 70.7%-22.1pp |
| Annual return | 19.43% | 19.40%0pp | 45.09%-25.7pp | 28.51%-9.1pp |
| Employer contribution / active EE | $1,151 | $2,209-47.9% | $3,919-70.6% | $2,270-49.3% |
| Participant deferral / active EE | $1,856 | $3,786-51.0% | $5,047-63.2% | $3,740-50.4% |
| Admin fee / account holder | $50 | $713-93.1% | $8,929-99.4% | $513-90.4% |