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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $24,268 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,832 | $60,165-35.5% | $74,184-47.7% | $55,167-29.6% |
| Participation rate | 67.6% | 74.2%-6.5pp | 76.6%-9.0pp | 69.0%-1.4pp |
| Annual return | 1.75% | 10.00%-8.2pp | 17.74%-16.0pp | 169.23%-167.5pp |
| Employer contribution / active EE | $457 | $1,600-71.4% | $2,370-80.7% | $1,963-76.7% |
| Participant deferral / active EE | $2,567 | $2,973-13.7% | $3,550-27.7% | $3,054-16.0% |
| Admin fee / account holder | $328 | $419-21.8% | $5,586-94.1% | $504-34.9% |