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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONSULTANTS, LLC Service code 15 125 S. 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $29,422 |
Filed as: ROYAL ALLIANCE ASSOCIATES Service code 27 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Advisory (Plan) | $23,819 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,959 | $48,337-0.8% | $67,560-29.0% | $80,959-40.8% |
| Participation rate | 82.4% | 66.4%+15.9pp | 72.9%+9.4pp | 67.7%+14.7pp |
| Annual return | 8.08% | 18.26%-10.2pp | 3533.50%-3525.4pp | 35.67%-27.6pp |
| Employer contribution / active EE | $4,973 | $2,023+145.9% | $2,737+81.7% | $2,757+80.4% |
| Participant deferral / active EE | $7,275 | $2,928+148.4% | $4,004+81.7% | $4,300+69.2% |
| Admin fee / account holder | $429 | $3,695-88.4% | $3,994-89.2% | $6,925-93.8% |