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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN SERVICES, LLC Service code 15 · EIN 43-1904010 | Recordkeeping | $24,732 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,215 | $64,909-33.4% | $82,312-47.5% | $62,293-30.6% |
| Participation rate | 62.4% | 74.9%-12.5pp | 76.9%-14.5pp | 69.5%-7.1pp |
| Annual return | 14.50% | 21.18%-6.7pp | 25.88%-11.4pp | 28.90%-14.4pp |
| Employer contribution / active EE | $369 | $1,676-78.0% | $2,428-84.8% | $2,042-81.9% |
| Participant deferral / active EE | $2,671 | $3,103-13.9% | $3,706-27.9% | $3,169-15.7% |
| Admin fee / account holder | $305 | $440-30.5% | $5,608-94.6% | $479-36.3% |