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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-2712991 | Investment Mgmt Fees | $8,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,096 | $55,453-83.6% | $170,436-94.7% | $62,293-85.4% |
| Participation rate | 49.1% | 66.4%-17.3pp | 83.6%-34.5pp | 69.5%-20.4pp |
| Annual return | 20.48% | 21.38%-0.9pp | 205.94%-185.5pp | 28.90%-8.4pp |
| Employer contribution / active EE | $417 | $2,164-80.7% | $5,433-92.3% | $2,042-79.6% |
| Participant deferral / active EE | $1,358 | $2,303-41.0% | $4,939-72.5% | $3,169-57.2% |
| Admin fee / account holder | $117 | $455-74.2% | $13,880-99.2% | $479-75.6% |