Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 13 · EIN 38-2712991 | Contract Administrator | $18,543 |
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 | $33,369 | $41,150-18.9% | $80,627-58.6% | $71,511-53.3% |
| Participation rate | 36.7% | 50.3%-13.6pp | 67.0%-30.3pp | 67.9%-31.3pp |
| Annual return | 22.67% | 38.48%-15.8pp | 936.76%-914.1pp | 28.86%-6.2pp |
| Employer contribution / active EE | $875 | $1,515-42.3% | $2,723-67.9% | $2,589-66.2% |
| Participant deferral / active EE | $1,782 | $2,701-34.0% | $4,443-59.9% | $4,291-58.5% |
| Admin fee / account holder | $204 | $1,841-88.9% | $5,381-96.2% | $1,588-87.2% |