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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONSULTANTS Service code 15 125 S 4TH STREET · NORFOLK, NE 68701 | Recordkeeping | $9,475 |
GREEN HASSON JANKS1 year Filed as: GREEN RETIREMENT, INC Service code 27 909 MARINA VILLAGE PARKWAY · ALAMEDA, CA 94501 | Advisory (Plan) | $8,334 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,304 | $38,365-47.1% | $84,637-76.0% | $65,186-68.9% |
| Participation rate | 68.0% | 55.7%+12.3pp | 68.2%-0.3pp | 70.2%-2.2pp |
| Annual return | 23.09% | 32.00%-8.9pp | 258.82%-235.7pp | 29.39%-6.3pp |
| Employer contribution / active EE | $115 | $1,258-90.9% | $2,653-95.7% | $2,177-94.7% |
| Participant deferral / active EE | $1,317 | $2,278-42.2% | $3,900-66.2% | $3,514-62.5% |
| Admin fee / account holder | $188 | $451-58.4% | $4,914-96.2% | $847-77.9% |