Filed May 20, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE RETIREMENT PLAN COMPANY Service code 51 · EIN 38-3712991 | Investment Mgmt Fees | $31,216 |
GREENWOOD GEARHART, INC.2 years Filed as: GREENWOOD CAPITAL ADVISORY SERVICES Service code 27 201 W. MCBEE AVENUE · GREENVILLE, SC 29601 | Advisory (Plan) | $23,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,683 | $56,485-31.5% | $185,823-79.2% | $86,799-55.4% |
| Participation rate | 60.1% | 65.5%-5.4pp | 81.7%-21.6pp | 72.3%-12.2pp |
| Annual return | 13.33% | 118.04%-104.7pp | 122.05%-108.7pp | 97.91%-84.6pp |
| Employer contribution / active EE | $804 | $1,843-56.4% | $5,167-84.4% | $2,405-66.6% |
| Participant deferral / active EE | $1,425 | $2,553-44.2% | $5,568-74.4% | $4,131-65.5% |
| Admin fee / account holder | $250 | $150+66.9% | $16,237-98.5% | $170+47.2% |