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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMAPNY, LLC Service code 27 · EIN 38-3712991 | Advisory (Plan) | $7,728 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $79,209-100.0% | $102,434-100.0% | $74,459-100.0% |
| Participation rate | 0.0% | 74.8%-74.8pp | 76.5%-76.5pp | 67.2%-67.2pp |
| Annual return | 14.03% | 54.98%-41.0pp | 29.46%-15.4pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $993 | $2,362-58.0% | $3,023-67.2% | $2,626-62.2% |
| Participant deferral / active EE | $2,824 | $4,417-36.1% | $5,055-44.1% | $4,350-35.1% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,462-100.0% | $1,945-100.0% |