Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $19,427 |
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.
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 | $37,367 | $31,388+19.0% | $73,550-49.2% | $62,293-40.0% |
| Participation rate | 46.5% | 39.9%+6.6pp | 54.9%-8.4pp | 69.5%-23.0pp |
| Annual return | 15.34% | 25.34%-10.0pp | -15.16%+30.5pp | 28.90%-13.6pp |
| Employer contribution / active EE | $92 | $498-81.5% | $1,219-92.5% | $2,042-95.5% |
| Participant deferral / active EE | $693 | $1,028-32.6% | $1,804-61.6% | $3,169-78.1% |
| Admin fee / account holder | $218 | $299-27.1% | $2,320-90.6% | $479-54.5% |