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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 15 · EIN 38-3712991 | Recordkeeping | $2,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,122 | $104,479-90.3% | $159,474-93.7% | $79,391-87.3% |
| Participation rate | 47.9% | 76.6%-28.7pp | 82.8%-34.9pp | 70.7%-22.8pp |
| Annual return | 50.90% | 67.98%-17.1pp | 263.68%-212.8pp | 116.88%-66.0pp |
| Employer contribution / active EE | $996 | $3,417-70.9% | $4,831-79.4% | $2,428-59.0% |
| Participant deferral / active EE | $4,280 | $6,468-33.8% | $7,353-41.8% | $4,046+5.8% |
| Admin fee / account holder | $25 | $711-96.5% | $10,802-99.8% | $627-96.0% |