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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 13 · EIN 38-2712991 | Contract Administrator | $14,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,879 | $37,463-14.9% | $77,096-58.7% | $66,938-52.4% |
| Participation rate | 37.7% | 52.9%-15.2pp | 67.9%-30.2pp | 69.8%-32.1pp |
| Annual return | -9.70% | -3.25%-6.5pp | 42.35%-52.1pp | 1.58%-11.3pp |
| Employer contribution / active EE | $896 | $1,535-41.7% | $2,814-68.2% | $2,545-64.8% |
| Participant deferral / active EE | $1,940 | $2,621-26.0% | $4,429-56.2% | $4,238-54.2% |
| Admin fee / account holder | $210 | $568-63.0% | $5,428-96.1% | $594-64.6% |