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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $51,117 |
Filed as: RETIREMENT PLAN ASSOCIATES, INC. Service code 13 · EIN 27-1575470 201 S. JACKSON STREET · BELLEVILLE, IL 62220 | Contract Administrator | $10,562 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $4,558 | $29,516-84.6% | $77,513-94.1% | $90,274-95.0% |
| Participation rate | 73.6% | 33.7%+39.9pp | 54.2%+19.4pp | 73.4%+0.2pp |
| Annual return | 21.05% | 231.18%-210.1pp | 54.81%-33.8pp | 53.97%-32.9pp |
| Employer contribution / active EE | $60 | $381-84.2% | $987-93.9% | $2,523-97.6% |
| Participant deferral / active EE | $386 | $944-59.1% | $1,861-79.3% | $4,231-90.9% |
| Admin fee / account holder | $78 | $106-26.0% | $2,859-97.3% | $114-31.3% |