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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $11,523 |
PEACHTREE CAPITAL1 year Service code 28 3060 PEACHTREE RD NW, SUITE 1830 · ATLANTA, GA 30305 | Investment Management | $7,280 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,209 | $155,795-92.2% | $136,298-91.0% | $69,631-82.5% |
| Participation rate | 35.6% | 75.2%-39.6pp | 81.9%-46.3pp | 70.7%-35.1pp |
| Annual return | 19.51% | 232464.33%-232444.8pp | 5156.27%-5136.8pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $783 | $2,991-73.8% | $4,696-83.3% | $2,032-61.5% |
| Participant deferral / active EE | $1,973 | $5,394-63.4% | $6,247-68.4% | $3,224-38.8% |
| Admin fee / account holder | $160 | $128+24.6% | $9,244-98.3% | $110+44.6% |