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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $6,541 |
Filed as: RETIREMENT PLAN SOLUTIONS INC Service code 15 · EIN 35-1140070 PO BOX 1658 · CARY, NC 27512 | Recordkeeping | $0 |
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 | $34,652 | $100,801-65.6% | $149,745-76.9% | $73,412-52.8% |
| Participation rate | 70.5% | 77.7%-7.2pp | 82.5%-12.0pp | 72.2%-1.7pp |
| Annual return | 21.92% | 265.34%-243.4pp | 276.72%-254.8pp | 59.30%-37.4pp |
| Employer contribution / active EE | $2,127 | $3,312-35.8% | $4,646-54.2% | $2,234-4.8% |
| Participant deferral / active EE | $4,175 | $6,404-34.8% | $6,843-39.0% | $3,806+9.7% |
| Admin fee / account holder | $199 | $181+10.2% | $9,312-97.9% | $158+26.2% |