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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 | $48,284-0.7% | $67,524-29.0% | $80,911-40.7% |
| Participation rate | 82.4% | 66.4%+16.0pp | 72.9%+9.5pp | 67.6%+14.7pp |
| Annual return | 8.08% | 18.27%-10.2pp | 3519.41%-3511.3pp | 35.63%-27.5pp |
| Employer contribution / active EE | $4,973 | $2,021+146.0% | $2,734+81.9% | $2,756+80.5% |
| Participant deferral / active EE | $7,275 | $2,927+148.6% | $4,001+81.8% | $4,297+69.3% |
| Admin fee / account holder | $429 | $3,688-88.4% | $4,001-89.3% | $6,935-93.8% |