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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN SERVICES, INC Service code 49 · EIN 71-0294708 535 KEISLER DR STE 102 · CARY, NC 27518 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,112 | $59,467+17.9% | $93,727-25.2% | $74,478-5.9% |
| Participation rate | 82.5% | 59.6%+22.9pp | 68.7%+13.8pp | 67.2%+15.3pp |
| Annual return | 13.93% | 82.14%-68.2pp | 133.83%-119.9pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $1,107 | $1,267-12.6% | $2,421-54.3% | $2,626-57.9% |
| Participant deferral / active EE | $6,229 | $3,052+104.1% | $4,417+41.0% | $4,350+43.2% |
| Admin fee / account holder | $253 | $3,028-91.6% | $8,292-96.9% | $1,946-87.0% |