Filed March 17, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT & BENEFIT PARTNERS1+ years Service code 71 · EIN 59-3331424 | Brokerage Fees | $10,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $111,529 | $68,408+63.0% | $57,183+95.0% | $57,658+93.4% |
| Participation rate | 35.5% | 79.1%-43.7pp | 75.3%-39.9pp | 70.2%-34.8pp |
| Annual return | 1.42% | 8.51%-7.1pp | 14.59%-13.2pp | 5.13%-3.7pp |
| Employer contribution / active EE | $0 | $2,869-100.0% | $2,682-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,533 | $2,903+21.7% | $3,096+14.1% | $3,061+15.4% |
| Admin fee / account holder | $31 | $70-55.0% | $3,139-99.0% | $95-66.8% |