Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY, LLC Service code 64 · EIN 38-3712991 | Recordkeeping Fees | $8,726 |
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).
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 | $19,076 | $104,699-81.8% | $130,045-85.3% | - |
| Participation rate | 79.9% | 73.3%+6.6pp | 78.5%+1.4pp | - |
| Annual return | 22.29% | 12.02%+10.3pp | -137.30%+159.6pp | - |
| Employer contribution / active EE | $1,428 | $2,071-31.0% | $4,321-66.9% | - |
| Participant deferral / active EE | $2,157 | $4,216-48.8% | $5,820-62.9% | - |
| Admin fee / account holder | $45 | $5,899-99.2% | $10,600-99.6% | - |