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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT STRATEGIES, INC.8+ years Filed as: RETIREMENT STRATEGIES, LTD Service code 26 · EIN 56-2359516 | Advisory (Participants) | $5,918 |
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 | $15,799 | $54,370-70.9% | $82,763-80.9% | $68,490-76.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.46% | -13.67%+1.2pp | 702.45%-714.9pp | -7.85%-4.6pp |
| Employer contribution / active EE | $942 | $2,219-57.6% | $3,008-68.7% | $2,597-63.7% |
| Participant deferral / active EE | $1,922 | $3,247-40.8% | $4,395-56.3% | $4,028-52.3% |
| Admin fee / account holder | $125 | $4,398-97.1% | $5,325-97.6% | $5,403-97.7% |