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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT BENEFIT SOLUTIONS4 years Service code 49 | Other Services | $9,468 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,949 |
RETIREMENT BENEFIT SOLUTIONS4 years Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 49 · EIN 54-1953648 | Other Services | $0 |
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 | $104,256 | $101,499+2.7% | $147,005-29.1% | $74,546+39.9% |
| Participation rate | 91.2% | 75.5%+15.6pp | 82.2%+9.0pp | 67.2%+23.9pp |
| Annual return | 18.82% | 8732.34%-8713.5pp | 418.76%-399.9pp | 1366.03%-1347.2pp |
| Employer contribution / active EE | $3,969 | $3,811+4.1% | $4,934-19.6% | $2,624+51.2% |
| Participant deferral / active EE | $7,587 | $7,304+3.9% | $8,070-6.0% | $4,347+74.5% |
| Admin fee / account holder | $205 | $1,748-88.3% | $13,006-98.4% | $1,944-89.5% |