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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREMENT PLAN CONSULTANTS LLC Service code 15 · EIN 26-4139433 125 S 4TH STREET · NORFOLK, NE 68702 | Recordkeeping | $9,478 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,565 | $29,369-50.4% | $77,513-81.2% | $73,412-80.2% |
| Participation rate | 18.6% | 37.9%-19.3pp | 54.2%-35.6pp | 72.2%-53.6pp |
| Annual return | 13.16% | 358.15%-345.0pp | 54.81%-41.7pp | 59.30%-46.1pp |
| Employer contribution / active EE | $210 | $406-48.3% | $987-78.7% | $2,234-90.6% |
| Participant deferral / active EE | $294 | $941-68.7% | $1,861-84.2% | $3,806-92.3% |
| Admin fee / account holder | $151 | $123+22.8% | $2,859-94.7% | $158-4.6% |