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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 | $59,456+17.9% | $93,669-25.1% | $74,429-5.8% |
| Participation rate | 82.5% | 59.6%+22.9pp | 68.7%+13.8pp | 67.2%+15.3pp |
| Annual return | 13.93% | 82.00%-68.1pp | 133.59%-119.7pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $1,107 | $1,266-12.6% | $2,424-54.3% | $2,625-57.8% |
| Participant deferral / active EE | $6,229 | $3,052+104.1% | $4,416+41.1% | $4,348+43.3% |
| Admin fee / account holder | $253 | $3,026-91.6% | $8,291-96.9% | $1,944-87.0% |