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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 | $18,446 |
Service code 26 5215 OLD ORCHARD ROAD · SKOKIE, IL 60077 | Advisory (Participants) | $11,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,004 | $65,083-55.4% | $143,788-79.8% | $66,930-56.7% |
| Participation rate | 43.1% | 65.2%-22.1pp | 80.3%-37.2pp | 69.8%-26.7pp |
| Annual return | -12.69% | -11.13%-1.6pp | -0.03%-12.7pp | 1.57%-14.3pp |
| Employer contribution / active EE | $1,083 | $2,361-54.1% | $4,952-78.1% | $2,545-57.4% |
| Participant deferral / active EE | $1,551 | $2,920-46.9% | $5,638-72.5% | $4,238-63.4% |
| Admin fee / account holder | $370 | $502-26.4% | $14,675-97.5% | $593-37.7% |